Collective Family Office’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 | – | Sell |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $560K | Sell |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $780K | Buy |
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|
2023
Q4 | $796K | Sell |
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|
2023
Q3 | $779K | Sell |
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|
2023
Q2 | $750K | Hold |
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|
2023
Q1 | $737K | Sell |
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|
2022
Q4 | $852K | Buy |
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|
2022
Q3 | $777K | Sell |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $806K | Sell |
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|
2021
Q2 | $841K | Hold |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $676K | Buy |
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