Global Financial Private Client’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 | $278K | Sell |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $417K | Hold |
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|
2023
Q3 | $408K | Hold |
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|
2023
Q2 | $378K | Hold |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $293K | Buy |
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