Congress 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
Q2 | $13M | Buy |
|
|||||
|
2025
Q1 | $16.3M | Buy |
|
|||||
|
2024
Q4 | $10.9M | Sell |
|
|||||
|
2024
Q3 | $30.3M | Buy |
|
|||||
|
2024
Q2 | $22.1M | Buy |
|
|||||
|
2024
Q1 | $15.2M | Sell |
|
|||||
|
2023
Q4 | $29.7M | Buy |
|
|||||
|
2023
Q3 | $27.5M | Buy |
|
|||||
|
2023
Q2 | $26M | Buy |
|
|||||
|
2023
Q1 | $25.4M | Buy |
|
|||||
|
2022
Q4 | $28M | Sell |
|
|||||
|
2022
Q3 | $26.7M | Buy |
|
|||||
|
2022
Q2 | $26.8M | Sell |
|
|||||
|
2022
Q1 | $28M | Buy |
|
|||||
|
2021
Q4 | $27.2M | Buy |
|