Burt Wealth Advisors’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 | $4.83M | Sell |
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|
2025
Q1 | $8.4M | Buy |
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|
2024
Q4 | $8.03M | Sell |
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|
2024
Q3 | $9.42M | Sell |
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|
2024
Q2 | $8.34M | Sell |
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|
2024
Q1 | $8.57M | Buy |
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|
2023
Q4 | $8.98M | Sell |
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|
2023
Q3 | $8.74M | Hold |
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|
2023
Q2 | $8.33M | Sell |
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|
2023
Q1 | $8.38M | Sell |
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|
2022
Q4 | $9.53M | Sell |
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|
2022
Q3 | $9.08M | Hold |
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|
2022
Q2 | $9.24M | Sell |
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|
2022
Q1 | $9.3M | Sell |
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|
2021
Q4 | $9.31M | Hold |
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|
2021
Q3 | $7.24M | Hold |
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|
2021
Q2 | $7.42M | Sell |
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|
2021
Q1 | $6.92M | Sell |
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|
2020
Q4 | $6.89M | Hold |
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|
2020
Q3 | $6.13M | Hold |
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|
2020
Q2 | $5.8M | Buy |
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|
2020
Q1 | $4.9M | Sell |
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|
2019
Q4 | $5.81M | Sell |
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|
2019
Q3 | $4.33M | Hold |
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|
2019
Q2 | $4.86M | Hold |
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|
2019
Q1 | $4.92M | Sell |
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|
2018
Q4 | $5M | Hold |
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|
2018
Q3 | $5.34M | Hold |
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|
2018
Q2 | $4.93M | Hold |
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|
2018
Q1 | $4.3M | Hold |
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|
2017
Q4 | $4.43M | Hold |
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|
2017
Q3 | $3.94M | Sell |
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|
2017
Q2 | $3.76M | Buy |
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|
2017
Q1 | $3.29M | Sell |
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|
2016
Q4 | $3.29M | Buy |
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|
2016
Q3 | $2.88M | Hold |
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|
2016
Q2 | $2.9M | Sell |
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|
2016
Q1 | $2.68M | Buy |
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|
2015
Q4 | $2.43M | Sell |
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|
2015
Q3 | $2.4M | Hold |
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|
2015
Q2 | $2.69M | Sell |
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|
2015
Q1 | $2.66M | Hold |
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|
2014
Q4 | $2.27M | Buy |
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