BlackDiamond 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
Q3 | $398K | Buy |
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|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $211K | Buy |
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