Elk River 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 | $1.31M | Hold |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $8.88M | Sell |
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|
2024
Q4 | $8.67M | Sell |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $8.8M | Sell |
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|
2024
Q1 | $8.58M | Sell |
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|
2023
Q4 | $9.97M | Sell |
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|
2023
Q3 | $9.63M | Sell |
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|
2023
Q2 | $9.2M | Sell |
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|
2023
Q1 | $9.17M | Buy |
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|
2022
Q4 | $9.58M | Buy |
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|
2022
Q3 | $8.98M | Buy |
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|
2022
Q2 | $8.82M | Buy |
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|
2022
Q1 | $8.67M | Buy |
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|
2021
Q4 | $8.28M | Buy |
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|
2021
Q3 | $6.42M | Buy |
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|
2021
Q2 | $6.43M | Buy |
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|
2021
Q1 | $5.89M | Buy |
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|
2020
Q4 | $5.14M | Buy |
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