Charles Carroll Financial Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$3M Buy
2023
Q3
$2.75M Sell
2023
Q2
$3.82M Buy
2023
Q1
$3.74M Buy
2022
Q4
$3.98M Hold
2022
Q3
$3.79M Buy
2022
Q2
$3.17M Buy
2022
Q1
$2.87M Buy
2021
Q4
$2.33M Buy