Atlas Private Wealth Advisors’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 | – | Sell |
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|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $938K | Buy |
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|
2024
Q4 | $849K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $895K | Buy |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $923K | Buy |
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|
2023
Q3 | $873K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $32K | Sell |
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|
2021
Q2 | $36K | Sell |
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|
2021
Q1 | $35K | Buy |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $19K | Buy |
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