Birchcreek Wealth Management’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 | $214K | Sell |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $430K | Hold |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $175K | Buy |
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