Cypress Wealth Services’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 | $544K | Sell |
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|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $735K | Sell |
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|
2024
Q4 | $771K | Buy |
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|
2024
Q3 | $845K | Buy |
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|
2024
Q2 | $695K | Buy |
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|
2024
Q1 | $635K | Buy |
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|
2023
Q4 | $646K | Buy |
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|
2023
Q3 | $614K | Buy |
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|
2023
Q2 | $583K | Buy |
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|
2023
Q1 | $511K | Sell |
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|
2022
Q4 | $580K | Buy |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $677K | Sell |
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|
2022
Q1 | $786K | Buy |
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|
2021
Q4 | $758K | Buy |
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|
2021
Q3 | $580K | Sell |
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|
2021
Q2 | $646K | Sell |
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|
2021
Q1 | $676K | Buy |
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|
2020
Q4 | $563K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $430K | Sell |
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|
2020
Q1 | $381K | Buy |
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|
2019
Q4 | $447K | Hold |
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|
2019
Q3 | $331K | Buy |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $349K | Buy |
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