Blue Bell Private 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 | $78.4K | Sell |
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|
2025
Q2 | $72.1K | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $154K | Sell |
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|
2024
Q3 | $183K | Buy |
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|
2024
Q2 | $145K | Sell |
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|
2024
Q1 | $145K | Sell |
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|
2023
Q4 | $164K | Buy |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $40.2K | Buy |
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|
2022
Q4 | $31.8K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $29K | Buy |
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