Edgemoor Investment 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
Q2
Sell
2025
Q1
$278K Hold
2024
Q4
$268K Sell
2024
Q3
$316K Sell
2024
Q2
$319K Sell
2024
Q1
$312K Sell
2023
Q4
$342K Buy
2023
Q3
$320K Buy
2023
Q2
$267K Hold
2023
Q1
$262K Buy