Financial Synergies 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
Q3 | $1.82M | Buy |
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|
2025
Q2 | $1.64M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $57.9K | Hold |
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|
2023
Q4 | $62K | Hold |
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|
2023
Q3 | $59K | Hold |
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|
2023
Q2 | $56.2K | Sell |
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|
2023
Q1 | $57.2K | Buy |
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|
2022
Q4 | $62K | Buy |
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|
2022
Q3 | $38.4K | Hold |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $215K | Sell |
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|
2021
Q1 | $219K | Buy |
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