Cypress Financial Planning’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 | $298K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $287K | Buy |
|
|||||
|
2024
Q4 | $272K | Sell |
|
|||||
|
2024
Q3 | $315K | Buy |
|
|||||
|
2024
Q2 | $273K | Sell |
|
|||||
|
2024
Q1 | $311K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $316K | Hold |
|
|||||
|
2023
Q2 | $300K | Buy |
|
|||||
|
2023
Q1 | $309K | Hold |
|
|||||
|
2022
Q4 | $325K | Sell |
|
|||||
|
2022
Q3 | $373K | Buy |
|
|||||
|
2022
Q2 | $354K | Buy |
|