Connecticut 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
$2.97M Sell
2025
Q1
$5.35M Sell
2024
Q4
$5.28M Sell
2024
Q3
$6.43M Sell
2024
Q2
$5.92M Sell
2024
Q1
$6.07M Sell
2023
Q4
$6.48M Buy
2023
Q3
$5.08M Sell
2023
Q2
$6.37M Buy
2023
Q1
$3.61M Sell
2022
Q4
$4.05M Sell
2022
Q3
$4.05M Buy
2022
Q2
$3.82M Sell
2022
Q1
$3.81M Sell
2021
Q4
$4.07M Sell
2021
Q3
$3.26M Buy
2021
Q2
$3.34M Sell
2021
Q1
$3.52M Sell
2020
Q4
$3.62M Sell
2020
Q3
$3.29M Sell
2020
Q2
$3.71M Buy
2020
Q1
$1.67M Sell
2019
Q4
$2.03M Buy
2019
Q3
$1.3M Buy
2019
Q2
$611K Buy