Briaud Financial Planning’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 | – | Sell |
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|
2025
Q2 | $145K | Hold |
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|
2025
Q1 | $244K | Hold |
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|
2024
Q4 | $235K | Hold |
|
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|
2024
Q3 | $272K | Hold |
|
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|
2024
Q2 | $237K | Hold |
|
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|
2024
Q1 | $231K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $234K | Buy |
|
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|
2023
Q1 | $220K | Hold |
|
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $237K | Hold |
|
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|
2021
Q4 | $233K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $203 | Buy |
|