Bellwether 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
Q3 | – | Sell |
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|
2025
Q2 | $45.5K | Buy |
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|
2025
Q1 | $46.6K | Sell |
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|
2024
Q4 | $65.3K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $4.01M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $34.5K | Sell |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $21K | Buy |
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|
2021
Q2 | $14K | Sell |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $12K | Buy |
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