Endowment 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
Q2 | – | Sell |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $368K | Sell |
|
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|
2024
Q2 | $325K | Buy |
|
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|
2024
Q1 | $309K | Sell |
|
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|
2023
Q4 | $331K | Sell |
|
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|
2023
Q3 | $322K | Buy |
|
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $275K | Sell |
|
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $289K | Buy |
|