Crumly & Associates’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 | $230K | Buy |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $765K | Buy |
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|
2022
Q4 | $840K | Sell |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $810K | Buy |
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|
2022
Q1 | $785K | Buy |
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|
2021
Q4 | $681K | Sell |
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|
2021
Q3 | $564K | Buy |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $341K | Buy |
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|
2020
Q4 | $235K | Buy |
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