BSW Wealth Partners’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 | $665K | Sell |
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|
2025
Q2 | $728K | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $977K | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $989K | Buy |
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|
2023
Q2 | $885K | Buy |
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|
2023
Q1 | $852K | Sell |
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|
2022
Q4 | $958K | Sell |
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|
2022
Q3 | $928K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $968K | Buy |
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|
2021
Q3 | $705K | Buy |
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|
2021
Q2 | $702K | Buy |
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|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $416K | Buy |
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|
2020
Q2 | $372K | Buy |
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|
2020
Q1 | $258K | Buy |
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|
2019
Q4 | $268K | Sell |
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|
2019
Q3 | $271K | Buy |
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