Financial Planning & Information Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $200K | Buy |
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