Bell 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
Q2 | $137K | Sell |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $276K | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $157K | Buy |
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