Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $117K | Buy |
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|
2024
Q3 | $122K | Hold |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $108K | Hold |
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|
2023
Q4 | $115K | Hold |
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|
2023
Q3 | $110K | Buy |
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|
2023
Q2 | $81.7K | Buy |
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|
2023
Q1 | $58.1K | Sell |
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|
2022
Q4 | $70.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $55K | Buy |
|