Crestwood Advisors Group’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 | $1.77M | Buy |
|
|||||
|
2025
Q2 | $1.38M | Sell |
|
|||||
|
2025
Q1 | $2.81M | Buy |
|
|||||
|
2024
Q4 | $2.1M | Buy |
|
|||||
|
2024
Q3 | $2.27M | Buy |
|
|||||
|
2024
Q2 | $1.55M | Buy |
|
|||||
|
2024
Q1 | $1.41M | Buy |
|
|||||
|
2023
Q4 | $1.43M | Buy |
|
|||||
|
2023
Q3 | $1.22M | Buy |
|
|||||
|
2023
Q2 | $518K | Buy |
|
|||||
|
2023
Q1 | $428K | Sell |
|
|||||
|
2022
Q4 | $1.03M | Buy |
|
|||||
|
2022
Q3 | $633K | Buy |
|
|||||
|
2022
Q2 | $394K | Sell |
|
|||||
|
2022
Q1 | $434K | Sell |
|
|||||
|
2021
Q4 | $469K | Buy |
|
|||||
|
2021
Q3 | $347K | Sell |
|
|||||
|
2021
Q2 | $379K | Sell |
|
|||||
|
2021
Q1 | $359K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $502K | Buy |
|
|||||
|
2019
Q3 | $202K | Sell |
|
|||||
|
2019
Q2 | $287K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $49K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $970K | Hold |
|
|||||
|
2015
Q4 | $885K | Buy |
|
|||||
|
2015
Q3 | $803K | Sell |
|
|||||
|
2015
Q2 | $1.43M | Buy |
|
|||||
|
2015
Q1 | $326K | Buy |
|