Charles Schwab Investment Advisory’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$240K Buy
2023
Q4
$217K Sell
2023
Q3
$217K Buy
2022
Q2
Sell
2022
Q1
$234K Buy