Axiom Financial Strategies’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
Sell
2025
Q1
$301K Sell
2024
Q4
$291K Buy
2024
Q3
$324K Buy
2024
Q2
Sell
2024
Q1
$242K Sell
2023
Q4
$259K Buy
2023
Q1
Sell
2022
Q4
$210K Sell
2022
Q3
$210K Buy
2022
Q2
$212K Hold
2022
Q1
$210K Buy