CFM Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $635K | Sell |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $533K | Hold |
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|
2021
Q1 | $496K | Sell |
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|
2020
Q4 | $535K | Sell |
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|
2020
Q3 | $488K | Buy |
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|
2020
Q2 | $430K | Sell |
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|
2020
Q1 | $389K | Buy |
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|
2019
Q4 | $461K | Buy |
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