Cyndeo Wealth 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
Q3 | $1.98M | Sell |
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|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $14.3M | Sell |
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|
2024
Q4 | $15.2M | Buy |
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|
2024
Q3 | $16.9M | Buy |
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|
2024
Q2 | $13.2M | Buy |
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|
2024
Q1 | $11.8M | Sell |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $8.93M | Sell |
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|
2023
Q2 | $8.66M | Buy |
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|
2023
Q1 | $7.54M | Sell |
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|
2022
Q4 | $11.9M | Buy |
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