Ascent Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.57M Buy
2025
Q2
$4.98M Sell
2025
Q1
$13.9M Buy
2024
Q4
$11M Buy
2024
Q3
$12.7M Sell
2024
Q2
$11.2M Sell
2024
Q1
$11M Sell
2023
Q4
$11.7M Buy
2023
Q3
$12M Buy
2023
Q2
$9.65M Buy
2023
Q1
$8.63M Buy
2022
Q4
$8.94M Buy
2022
Q3
$8.71M Buy
2022
Q2
$7.46M Buy
2022
Q1
$6.84M Buy
2021
Q4
$5.99M Buy