D.B. Root & Company’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 | $708K | Buy |
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|
2025
Q2 | $528K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $376K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $372K | Sell |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $426K | Hold |
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|
2018
Q3 | $455K | Hold |
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|
2018
Q2 | $420K | Buy |
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|
2018
Q1 | $339K | Sell |
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|
2017
Q4 | $358K | Buy |
|