Cerro Pacific Wealth Advisors’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
$708K Sell
2025
Q1
$1.18M Buy
2024
Q4
$1.35M Sell
2024
Q3
$1.17M Hold
2024
Q2
$1.17M Buy
2023
Q1
$996K Buy
2022
Q4
$1.08M Buy
2022
Q3
$848K Buy
2022
Q2
$679K Sell
2022
Q1
$720K Buy
2021
Q4
$655K Buy
2021
Q3
$501K Sell
2021
Q2
$671K Buy
2020
Q4
$755K Buy