Client 1st Advisory Group’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 | $211K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $344K | Hold |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $488K | Hold |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $206K | Buy |
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