Center for Financial Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
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|
2025
Q1 | $672K | Buy |
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|
2024
Q4 | $572K | Buy |
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|
2024
Q3 | $651K | Buy |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $553K | Buy |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $511K | Hold |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $382K | Sell |
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|
2021
Q1 | $409K | Hold |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $343K | Buy |
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|
2020
Q2 | $324K | Buy |
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|
2020
Q1 | $104K | Buy |
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|
2019
Q4 | $120K | Buy |
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