Avantax Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
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|
2025
Q1 | $36.4M | Buy |
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|
2024
Q4 | $34.4M | Buy |
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|
2024
Q3 | $39.5M | Sell |
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|
2024
Q2 | $36.4M | Buy |
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|
2024
Q1 | $18.6M | Buy |
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|
2023
Q4 | $17.1M | Buy |
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|
2023
Q3 | $16.3M | Sell |
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|
2023
Q2 | $15.6M | Buy |
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|
2023
Q1 | $14.9M | Buy |
|
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|
2022
Q4 | $15.6M | Buy |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $12.2M | Buy |
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|
2022
Q1 | $11.9M | Buy |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $6.88M | Buy |
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|
2021
Q2 | $6.8M | Buy |
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|
2021
Q1 | $6.04M | Sell |
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|
2020
Q4 | $5.75M | Sell |
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|
2020
Q3 | $10.8M | Buy |
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|
2020
Q2 | $4.16M | Sell |
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|
2020
Q1 | $3.52M | Sell |
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|
2019
Q4 | $5.68M | Buy |
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|
2019
Q3 | $3.14M | Buy |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $2.31M | Buy |
|