CJM Wealth Advisers’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 | $210K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $316K | Hold |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $346K | Buy |
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