Brown Shipley & Co’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 | $3.7M | Sell |
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|
2025
Q2 | $3.48M | Sell |
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|
2025
Q1 | $5.92M | Sell |
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|
2024
Q4 | $6.12M | Sell |
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|
2024
Q3 | $8.51M | Sell |
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|
2024
Q2 | $7.61M | Sell |
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|
2024
Q1 | $8.24M | Buy |
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|
2023
Q4 | $7.81M | Buy |
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|
2023
Q3 | $6.09M | Buy |
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|
2023
Q2 | $5.3M | Buy |
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|
2023
Q1 | $4.09M | Buy |
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