Baker Tilly 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 | $363K | Sell |
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|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $668K | Buy |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $798K | Sell |
|
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.81M | Sell |
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|
2023
Q3 | $3.19M | Sell |
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|
2023
Q2 | $5.9M | Buy |
|
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|
2023
Q1 | $5.47M | Buy |
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|
2022
Q4 | $6.13M | Sell |
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|
2022
Q3 | $6.17M | Sell |
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|
2022
Q2 | $6.66M | Sell |
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|
2022
Q1 | $7.25M | Buy |
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|
2021
Q4 | $6.44M | Buy |
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|
2021
Q3 | $4.49M | Buy |
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|
2021
Q2 | $4.08M | Buy |
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|
2021
Q1 | $3.3M | Buy |
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|
2020
Q4 | $2.26M | Buy |
|