Consolidated Planning Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $305K | Buy |
|
|||||
|
2025
Q2 | $262K | Sell |
|
|||||
|
2025
Q1 | $715K | Sell |
|
|||||
|
2024
Q4 | $991K | Sell |
|
|||||
|
2024
Q3 | $1.16M | Sell |
|
|||||
|
2024
Q2 | $1.11M | Buy |
|
|||||
|
2024
Q1 | $1.07M | Sell |
|
|||||
|
2023
Q4 | $7.94M | Buy |
|
|||||
|
2023
Q3 | $7.55M | Sell |
|
|||||
|
2023
Q2 | $8.96M | Buy |
|
|||||
|
2023
Q1 | $8.52M | Buy |
|
|||||
|
2022
Q4 | $9.16M | Buy |
|
|||||
|
2022
Q3 | $8.54M | Sell |
|
|||||
|
2022
Q2 | $8.77M | Buy |
|
|||||
|
2022
Q1 | $774K | Sell |
|
|||||
|
2021
Q4 | $773K | Hold |
|
|||||
|
2021
Q3 | $601K | Buy |
|
|||||
|
2021
Q2 | $614K | Sell |
|
|||||
|
2021
Q1 | $575K | Hold |
|
|||||
|
2020
Q4 | $542K | Buy |
|
|||||
|
2020
Q3 | $452K | Buy |
|
|||||
|
2020
Q2 | $421K | Sell |
|
|||||
|
2020
Q1 | $363K | Buy |
|
|||||
|
2019
Q4 | $426K | Buy |
|