Focused 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 | $2.33M | Buy |
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|
2025
Q2 | $805K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $269K | Hold |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | $181K | Buy |
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|
2022
Q1 | $179K | Sell |
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|
2021
Q4 | $179K | Buy |
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|
2021
Q3 | $136K | Buy |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $124K | Buy |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $103K | Buy |
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|
2020
Q2 | $79K | Hold |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $78K | Sell |
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|
2019
Q3 | $61K | Sell |
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|
2019
Q2 | $99K | Sell |
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|
2019
Q1 | $102K | Hold |
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|
2018
Q4 | $103K | Buy |
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|
2018
Q3 | $107K | Sell |
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|
2018
Q2 | $102K | Buy |
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|
2018
Q1 | $86K | Hold |
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|
2017
Q4 | $89K | Sell |
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|
2017
Q3 | $81K | Hold |
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|
2017
Q2 | $77K | Buy |
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|
2017
Q1 | $46K | Sell |
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|
2016
Q4 | $522K | Buy |
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|
2016
Q3 | $408K | Buy |
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|
2016
Q2 | $411K | Sell |
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|
2016
Q1 | $390K | Buy |
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|
2015
Q4 | $66K | Buy |
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|
2015
Q3 | $59K | Hold |
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|
2015
Q2 | $62K | Hold |
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|
2015
Q1 | $60K | Hold |
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|
2014
Q4 | $51K | Sell |
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|
2014
Q3 | $47K | Sell |
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|
2014
Q2 | $50K | Buy |
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|
2014
Q1 | $42K | Hold |
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|
2013
Q4 | $38K | Buy |
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|
2013
Q3 | $29K | Buy |
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