Coastal Bridge Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $590K | Buy |
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|
2024
Q3 | $667K | Buy |
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|
2024
Q2 | $567K | Buy |
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|
2024
Q1 | $491K | Hold |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $584K | Sell |
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|
2022
Q3 | $581K | Buy |
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|
2022
Q2 | $566K | Buy |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $589K | Buy |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $438K | Hold |
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|
2018
Q3 | $468K | Buy |
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|
2018
Q2 | $431K | Buy |
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|
2018
Q1 | $355K | Hold |
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|
2017
Q4 | $366K | Buy |
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|
2017
Q3 | $315K | Hold |
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|
2017
Q2 | $298K | Buy |
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