Cherrydale Wealth Management’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 | $292K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $393K | Sell |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $479K | Buy |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $212K | Buy |
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