Barry Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $323K | Hold |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $484K | Sell |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $477K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $466K | Buy |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $250K | Buy |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | $209K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $230K | Buy |
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|
2016
Q2 | $232K | Hold |
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|
2016
Q1 | $212K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $200K | Buy |
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