Avalon Trust’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
$95.3K Buy
2025
Q2
$35.2K Sell
2025
Q1
$1.16M Sell
2024
Q4
$1.39M Buy
2024
Q3
$1.52M Sell
2024
Q2
$1.61M Sell
2024
Q1
$2.06M Buy
2023
Q4
$960K Hold
2023
Q3
$920K Sell
2023
Q2
$907K Hold
2023
Q1
$892K Buy