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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $412K | Sell |
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|
2025
Q3 | $567K | Sell |
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|
2025
Q2 | $708K | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.17M | Hold |
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|
2024
Q2 | $1.17M | Buy |
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|
2023
Q1 | $996K | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $848K | Buy |
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|
2022
Q2 | $679K | Sell |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $501K | Sell |
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|
2021
Q2 | $671K | Buy |
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|
2020
Q4 | $755K | Buy |
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