Balboa Wealth Partners’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 | $399K | Buy |
|
|||||
|
2025
Q2 | $253K | Sell |
|
|||||
|
2025
Q1 | $461K | Buy |
|
|||||
|
2024
Q4 | $445K | Sell |
|
|||||
|
2024
Q3 | $636K | Sell |
|
|||||
|
2024
Q2 | $657K | Buy |
|
|||||
|
2024
Q1 | $465K | Buy |
|
|||||
|
2023
Q4 | $489K | Sell |
|
|||||
|
2023
Q3 | $553K | Buy |
|
|||||
|
2023
Q2 | $428K | Sell |
|
|||||
|
2023
Q1 | $551K | Sell |
|
|||||
|
2022
Q4 | $744K | Buy |
|
|||||
|
2022
Q3 | $507K | Buy |
|