Crestone 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
2024
Q2
Sell
2024
Q1
$252K Buy
2023
Q4
$248K Buy
2023
Q3
$225K Buy
2022
Q3
Sell
2022
Q2
$312K Sell
2022
Q1
$341K Hold
2021
Q4
$336K Sell
2021
Q3
$265K Buy
2021
Q2
$268K Hold
2021
Q1
$249K Sell
2020
Q4
$255K Sell
2020
Q3
$251K Sell
2020
Q2
$239K Sell
2020
Q1
$209K Buy
2019
Q4
$239K Buy
2019
Q2
Sell
2019
Q1
$203K Buy