Bordeaux Wealth Advisors’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 | $380K | Sell |
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|
2025
Q1 | $792K | Sell |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | $933K | Buy |
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|
2024
Q2 | $641K | Buy |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $945K | Buy |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $604K | Buy |
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|
2023
Q1 | $586K | Buy |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $647K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $299K | Buy |
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