EPG 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 | $996K | Buy |
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|
2025
Q2 | $746K | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $250K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $71K | Sell |
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|
2019
Q4 | $388K | Buy |
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