Badgley Phelps Wealth Managers’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 | $4.39M | Sell |
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|
2025
Q2 | $5.18M | Sell |
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|
2025
Q1 | $25.7M | Sell |
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|
2024
Q4 | $25.3M | Sell |
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|
2024
Q3 | $30.4M | Sell |
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|
2024
Q2 | $27.5M | Sell |
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|
2024
Q1 | $27.1M | Buy |
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|
2023
Q4 | $28.8M | Buy |
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|
2023
Q3 | $25M | Sell |
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|
2023
Q2 | $23.8M | Buy |
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|
2023
Q1 | $21.9M | Buy |
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|
2022
Q4 | $23.2M | Buy |
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|
2022
Q3 | $22M | Buy |
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|
2022
Q2 | $22M | Sell |
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|
2022
Q1 | $22M | Sell |
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|
2021
Q4 | $22.1M | Buy |
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|
2021
Q3 | $16.9M | Buy |
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