Buttonwood Financial 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
Q3 | $522K | Sell |
|
|||||
|
2025
Q2 | $482K | Sell |
|
|||||
|
2025
Q1 | $873K | Sell |
|
|||||
|
2024
Q4 | $858K | Sell |
|
|||||
|
2024
Q3 | $1.03M | Sell |
|
|||||
|
2024
Q2 | $945K | Sell |
|
|||||
|
2024
Q1 | $1.05M | Sell |
|
|||||
|
2023
Q4 | $1.17M | Sell |
|
|||||
|
2023
Q3 | $1.45M | Buy |
|
|||||
|
2023
Q2 | $1.33M | Buy |
|
|||||
|
2023
Q1 | $1.08M | Sell |
|
|||||
|
2022
Q4 | $1.24M | Sell |
|
|||||
|
2022
Q3 | $1.32M | Hold |
|
|||||
|
2022
Q2 | $1.32M | Buy |
|
|||||
|
2022
Q1 | $607K | Buy |
|