CarsonAllaria Wealth Management’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 | – | Sell |
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|
2025
Q2 | $12.3K | Sell |
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|
2025
Q1 | $38K | Hold |
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|
2024
Q4 | $36.5K | Buy |
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|
2024
Q3 | $42.1K | Hold |
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|
2024
Q2 | $36.5K | Hold |
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|
2024
Q1 | $35.3K | Hold |
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|
2023
Q4 | $37.4K | Buy |
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|
2023
Q3 | $35.7K | Sell |
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|
2023
Q2 | $38.3K | Hold |
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|
2023
Q1 | $37.5K | Hold |
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|
2022
Q4 | $42K | Buy |
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