CFS Investment Advisory Services’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 | $1.55M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $898K | Buy |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $756K | Buy |
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|
2022
Q4 | $735K | Sell |
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|
2022
Q3 | $577K | Buy |
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|
2022
Q2 | $422K | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2020
Q4 | $270K | Buy |
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