Castleview Partners’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 | $2.66M | Buy |
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|
2025
Q2 | $574K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $681K | Sell |
|
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|
2024
Q2 | $595K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $371K | Buy |
|
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|
2023
Q1 | $363K | Sell |
|
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $316 | Sell |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $1.85K | Buy |
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|
2021
Q2 | $717K | Buy |
|