Exencial Wealth 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
Q2 | $14.1M | Sell |
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|
2025
Q1 | $32.5M | Sell |
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|
2024
Q4 | $33.7M | Sell |
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|
2024
Q3 | $44.6M | Sell |
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|
2024
Q2 | $39.7M | Buy |
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|
2024
Q1 | $35.3M | Buy |
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|
2023
Q4 | $31.6M | Buy |
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|
2023
Q3 | $29.9M | Sell |
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|
2023
Q2 | $28.8M | Buy |
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|
2023
Q1 | $22.6M | Buy |
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|
2022
Q4 | $24.6M | Buy |
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|
2022
Q3 | $20.7M | Buy |
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|
2022
Q2 | $19.6M | Buy |
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|
2022
Q1 | $18.6M | Buy |
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|
2021
Q4 | $9.01M | Sell |
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|
2021
Q3 | $7.45M | Sell |
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|
2021
Q2 | $8.68M | Sell |
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|
2021
Q1 | $8.06M | Buy |
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|
2020
Q4 | $7.46M | Sell |
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|
2020
Q3 | $13.5M | Buy |
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|
2020
Q2 | $6.72M | Buy |
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|
2020
Q1 | $359K | Buy |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $263K | Sell |
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|
2019
Q2 | $339K | Sell |
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|
2019
Q1 | $406K | Sell |
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|
2018
Q4 | $425K | Buy |
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|
2018
Q3 | $265K | Sell |
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|
2018
Q2 | $270K | Buy |
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|
2018
Q1 | $209K | Sell |
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|
2017
Q4 | $227K | Sell |
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|
2017
Q3 | $228K | Buy |
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