Ellenbecker Investment Group’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Buy	3,749 +46	+1%	+$13.7K	0.14%	44
2025 Q4	$1.22M	Sell	3,703 -14	-0.4%	-$4.74K	0.17%	36
2025 Q3	$1.28M	Sell	3,717 -7	-0.2%	-$2.12K	0.19%	36
2025 Q2	$1.16M	Sell	3,724 -556	-13%	-$212K	0.19%	36
2025 Q1	$2.24M	Buy	4,280 +233	+6%	+$119K	0.4%	23
2024 Q4	$2.05M	Sell	4,047 -6	-0.1%	-$3.41K	0.37%	28
2024 Q3	$2.37M	Sell	4,053 -249	-6%	-$141K	0.45%	24
2024 Q2	$2.19M	Buy	4,302 +142	+3%	+$69.6K	0.44%	24
2024 Q1	$2.06M	Buy	4,160 +44	+1%	+$22.4K	0.43%	25
2023 Q4	$2.17M	Sell	4,116 -16	-0.4%	-$8.53K	0.5%	23
2023 Q3	$2.08M	Buy	4,132 +3,388	+455%	+$1.67M	0.54%	23
2023 Q2	$357K	Buy	744 +62	+9%	+$30.3K	0.09%	65
2023 Q1	$322K	Buy	682 +34	+5%	+$16.4K	0.09%	68
2022 Q4	$343K	Buy	648 +1	+0.2%	+$530	0.1%	60
2022 Q3	$326K	Buy	647 +41	+7%	+$21.6K	0.1%	57
2022 Q2	$311K	Buy	606 +52	+9%	+$26.1K	0.1%	63
2022 Q1	$282K	Buy	554 +105	+23%	+$50.6K	0.08%	70
2021 Q4	$225K	Buy	+449	New	+$203K	0.06%	81