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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $357K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $225K | Buy |
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