Golden State 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 | $501K | Buy |
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|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $863K | Sell |
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|
2024
Q4 | $867K | Buy |
|
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $2.14M | Buy |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | $452K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $1.57M | Buy |
|