Consilio Wealth 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
$277K Buy
2025
Q1
$365K Sell
2024
Q4
$481K Sell
2024
Q3
$569K Buy
2024
Q2
$371K Buy
2024
Q1
$275K Sell
2023
Q4
$371K Buy
2023
Q3
$231K Sell
2023
Q2
$224K Sell
2023
Q1
$249K Buy
2022
Q4
$247K Buy