Cooper/Haims 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
Q3 | $278K | Sell |
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|
2025
Q2 | $283K | Buy |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $503K | Sell |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $486K | Hold |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $521K | Hold |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $260K | Buy |
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