Detalus Advisors’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 | $540K | Buy |
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|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $807K | Sell |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $838K | Buy |
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|
2024
Q1 | $740K | Sell |
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|
2023
Q4 | $839K | Hold |
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|
2023
Q3 | $803K | Sell |
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|
2023
Q2 | $838K | Sell |
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|
2023
Q1 | $881K | Sell |
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|
2022
Q4 | $994K | Sell |
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|
2022
Q3 | $951K | Hold |
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|
2022
Q2 | $967K | Hold |
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|
2022
Q1 | $960K | Sell |
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|
2021
Q4 | $951K | Hold |
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|
2021
Q3 | $740K | Hold |
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|
2021
Q2 | $758K | Buy |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $652K | Sell |
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|
2020
Q3 | $608K | Sell |
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|
2020
Q2 | $617K | Sell |
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|
2020
Q1 | $526K | Buy |
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|
2019
Q4 | $299K | Buy |
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