Avaii Wealth Management’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 | $1.77M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $337K | Sell |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $430K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $434K | Buy |
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|
2022
Q3 | $405K | Buy |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $316K | Buy |
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