Carson Advisory’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 | $258K | Sell |
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|
2025
Q1 | $617K | Hold |
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|
2024
Q4 | $596K | Buy |
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|
2024
Q3 | $654K | Buy |
|
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|
2024
Q2 | $531K | Sell |
|
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|
2024
Q1 | $689K | Sell |
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|
2023
Q4 | $739K | Sell |
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|
2023
Q3 | $714K | Buy |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $306K | Buy |
|
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $301K | Buy |
|