Brooks Moore & Associates’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 | – | Sell |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $385K | Hold |
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|
2024
Q3 | $446K | Hold |
|
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $377K | Sell |
|
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $378K | Hold |
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|
2023
Q1 | $372K | Hold |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $473K | Hold |
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|
2022
Q2 | $481K | Hold |
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|
2022
Q1 | $478K | Hold |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $366K | Hold |
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|
2021
Q2 | $375K | Hold |
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|
2021
Q1 | $349K | Sell |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $347K | Hold |
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|
2020
Q2 | $328K | Hold |
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|
2020
Q1 | $277K | Hold |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $354K | Hold |
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|
2019
Q1 | $359K | Hold |
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|
2018
Q4 | $361K | Buy |
|