Emerald 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
Q3 | $351K | Sell |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $382K | Buy |
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|
2024
Q3 | $422K | Sell |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $264K | Buy |
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