Goldstein 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 | – | Sell |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $643K | Buy |
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|
2024
Q4 | $614K | Sell |
|
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|
2024
Q3 | $791K | Buy |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $620K | Sell |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $572K | Buy |
|