Disciplined Equity 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 | $228K | Hold |
|
|||||
|
2025
Q2 | $206K | Hold |
|
|||||
|
2025
Q1 | $346K | Hold |
|
|||||
|
2024
Q4 | $334K | Hold |
|
|||||
|
2024
Q3 | $386K | Hold |
|
|||||
|
2024
Q2 | $336K | Hold |
|
|||||
|
2024
Q1 | $327K | Sell |
|
|||||
|
2023
Q4 | $1.19M | Buy |
|
|||||
|
2023
Q3 | $996K | Hold |
|
|||||
|
2023
Q2 | $949K | Sell |
|
|||||
|
2023
Q1 | $940K | Buy |
|
|||||
|
2022
Q4 | $1.03M | Hold |
|
|||||
|
2022
Q3 | $979K | Buy |
|
|||||
|
2022
Q2 | $339K | Hold |
|
|||||
|
2022
Q1 | $337K | Hold |
|
|||||
|
2021
Q4 | $331K | Buy |
|