Brown, Lisle/Cummings’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 | $464K | Sell |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $719K | Buy |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $781K | Sell |
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|
2024
Q2 | $693K | Hold |
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|
2024
Q1 | $673K | Hold |
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|
2023
Q4 | $716K | Buy |
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|
2023
Q3 | $666K | Hold |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $634K | Hold |
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|
2022
Q3 | $604K | Hold |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $605K | Buy |
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