Costello Asset 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
Q3 | $62.5K | Sell |
|
|||||
|
2025
Q2 | $165K | Sell |
|
|||||
|
2025
Q1 | $1.48M | Sell |
|
|||||
|
2024
Q4 | $3.31M | Sell |
|
|||||
|
2024
Q3 | $3.91M | Buy |
|
|||||
|
2024
Q2 | $3.39M | Sell |
|
|||||
|
2024
Q1 | $3.5M | Buy |
|
|||||
|
2023
Q4 | $3.18M | Buy |
|
|||||
|
2023
Q3 | $211K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $55K | Sell |
|
|||||
|
2021
Q3 | $47K | Hold |
|
|||||
|
2021
Q2 | $48K | Hold |
|
|||||
|
2021
Q1 | $45K | Hold |
|
|||||
|
2020
Q4 | $42K | Buy |
|
|||||
|
2020
Q3 | $6K | Buy |
|
|||||
|
2020
Q2 | $3K | Buy |
|