Baron 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 | $666K | Buy |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $778K | Sell |
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|
2024
Q4 | $933K | Sell |
|
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|
2024
Q3 | $1.12M | Buy |
|
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $737K | Buy |
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|
2023
Q4 | $765K | Buy |
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|
2023
Q3 | $729K | Buy |
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|
2023
Q2 | $680K | Buy |
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|
2023
Q1 | $663K | Buy |
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|
2022
Q4 | $734K | Buy |
|