Beverly Hills Private Wealth’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.8M	Buy	17,726 +5,335	+43%	+$1.59M	0.8%	32
2025 Q4	$4.09M	Buy	12,391 +2,698	+28%	+$914K	0.7%	36
2025 Q3	$3.35M	Sell	9,693 -448	-4%	-$135K	0.59%	46
2025 Q2	$3.16M	Sell	10,141 -514	-5%	-$196K	0.59%	44
2025 Q1	$5.58M	Buy	10,655 +547	+5%	+$280K	1.1%	15
2024 Q4	$5.11M	Buy	10,108 +868	+9%	+$493K	1.03%	18
2024 Q3	$5.4M	Buy	9,240 +25	+0.3%	+$14.1K	1.09%	15
2024 Q2	$4.69M	Buy	9,215 +557	+6%	+$273K	1.02%	17
2024 Q1	$4.28M	Buy	8,658 +223	+3%	+$113K	0.99%	20
2023 Q4	$4.44M	Sell	8,435 -85	-1%	-$45.3K	1.16%	17
2023 Q3	$4.3M	Sell	8,520 -7,130	-46%	-$3.51M	1.28%	15
2023 Q2	$7.87M	Buy	15,650 +6,879	+78%	+$3.36M	1.29%	13
2023 Q1	$4.15M	Buy	8,771 +1,396	+19%	+$674K	1.29%	14
2022 Q4	$3.91M	Buy	+7,375	New	+$3.91M	1.71%	8