Defined Wealth Management’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 | $1.17M | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.62M | Buy |
|
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|
2023
Q1 | $1.59M | Hold |
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|
2022
Q4 | $1.79M | Hold |
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|
2022
Q3 | $1.7M | Hold |
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|
2022
Q2 | $1.73M | Hold |
|
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|
2022
Q1 | $1.72M | Hold |
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|
2021
Q4 | $1.69M | Hold |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $1.14M | Buy |
|