Berry Wealth Group’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
$267K Sell
2025
Q2
$1.61M Sell
2025
Q1
$2.95M Sell
2024
Q4
$2.88M Buy
2024
Q3
$3.14M Buy
2024
Q2
$659K Buy
2024
Q1
$589K Sell
2023
Q4
$699K Buy