Crown Wealth 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 | $208K | Sell |
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|
2025
Q2 | $233K | Buy |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $341K | Buy |
|
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|
2024
Q3 | $391K | Sell |
|
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|
2024
Q2 | $352K | Buy |
|
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|
2024
Q1 | $337K | Buy |
|
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|
2023
Q4 | $343K | Buy |
|
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $247K | Buy |
|