Corient Private Wealth’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
$142M Sell
2025
Q2
$149M Sell
2025
Q1
$585M Sell
2024
Q4
$580M Sell
2024
Q3
$714M Buy
2024
Q2
$583M Buy
2024
Q1
$537M Sell
2023
Q4
$575M Buy
2023
Q3
$463M Sell
2023
Q2
$443M Buy
2023
Q1
$357M Buy
2022
Q4
$235M Buy