Coston McIsaac & Partners’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 | $47K | Sell |
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|
2025
Q1 | $89K | Hold |
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|
2024
Q4 | $86K | Hold |
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|
2024
Q3 | $99 | Hold |
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|
2024
Q2 | $86K | Buy |
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|
2024
Q1 | $84K | Hold |
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|
2023
Q4 | $89K | Hold |
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|
2023
Q3 | $85K | Buy |
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|
2023
Q2 | $78K | Hold |
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|
2023
Q1 | $77K | Sell |
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|
2022
Q4 | $92 | Hold |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $89K | Buy |
|