CCG 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
$254K Buy
2023
Q4
Sell
2023
Q3
$353K Buy
2023
Q2
$309K Sell
2023
Q1
$317K Sell
2022
Q4
$812K Sell
2022
Q3
$790K Buy
2022
Q2
$765K Hold
2022
Q1
$760K Buy