Black Diamond Financial’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 | $343K | Sell |
|
|||||
|
2025
Q2 | $405K | Buy |
|
|||||
|
2025
Q1 | $670K | Buy |
|
|||||
|
2024
Q4 | $643K | Buy |
|
|||||
|
2024
Q3 | $714K | Sell |
|
|||||
|
2024
Q2 | $632K | Buy |
|
|||||
|
2024
Q1 | $539K | Hold |
|
|||||
|
2023
Q4 | $539K | Sell |
|
|||||
|
2023
Q3 | $537K | Sell |
|
|||||
|
2023
Q2 | $522K | Buy |
|
|||||
|
2023
Q1 | $505K | Buy |
|
|||||
|
2022
Q4 | $546K | Hold |
|
|||||
|
2022
Q3 | $520K | Hold |
|
|||||
|
2022
Q2 | $529K | Sell |
|
|||||
|
2022
Q1 | $558K | Buy |
|
|||||
|
2021
Q4 | $501K | Buy |
|
|||||
|
2021
Q3 | $249K | Hold |
|
|||||
|
2021
Q2 | $255K | Hold |
|
|||||
|
2021
Q1 | $237K | Sell |
|
|||||
|
2020
Q4 | $241K | Hold |
|
|||||
|
2020
Q3 | $214K | Buy |
|