Barrett & Company’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 | $395K | Sell |
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|
2025
Q2 | $368K | Buy |
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|
2025
Q1 | $481K | Hold |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $537K | Hold |
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $453K | Hold |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $432K | Buy |
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