Everett Harris & Co’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 | $868K | Sell |
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|
2025
Q2 | $804K | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $967K | Buy |
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|
2022
Q4 | $991K | Buy |
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|
2022
Q3 | $916K | Sell |
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|
2022
Q2 | $957K | Buy |
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|
2022
Q1 | $907K | Buy |
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|
2021
Q4 | $852K | Buy |
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|
2021
Q3 | $604K | Sell |
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|
2021
Q2 | $633K | Sell |
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|
2021
Q1 | $642K | Hold |
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|
2020
Q4 | $605K | Buy |
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|
2020
Q3 | $363K | Hold |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $294K | Buy |
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|
2019
Q4 | $307K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $215K | Buy |
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|
2019
Q1 | $204K | Hold |
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|
2018
Q4 | $206K | Hold |
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|
2018
Q3 | $220K | Hold |
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|
2018
Q2 | $203K | Buy |
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