Elevation Wealth Partners’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 | $83.9K | Buy |
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|
2025
Q2 | $59K | Hold |
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|
2025
Q1 | $99K | Sell |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $549K | Sell |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $85.2K | Hold |
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|
2023
Q2 | $81.2K | Buy |
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|
2023
Q1 | $21.3K | Buy |
|