Castle 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 | $1.27M | Sell |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $975K | Buy |
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|
2023
Q4 | $921K | Buy |
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|
2023
Q3 | $862K | Buy |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $664K | Buy |
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|
2022
Q4 | $593K | Buy |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $259K | Buy |
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