Graves Light Lenhart Wealth’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 | $704K | Buy |
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|
2025
Q2 | $537K | Hold |
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|
2025
Q1 | $901K | Buy |
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|
2024
Q4 | $846K | Hold |
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|
2024
Q3 | $978K | Hold |
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|
2024
Q2 | $827K | Buy |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $883K | Hold |
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|
2023
Q3 | $880K | Hold |
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|
2023
Q2 | $806K | Buy |
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|
2023
Q1 | $786K | Hold |
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|
2022
Q4 | $882K | Sell |
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|
2022
Q3 | $849K | Buy |
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|
2022
Q2 | $855K | Hold |
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|
2022
Q1 | $849K | Sell |
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|
2021
Q4 | $965K | Buy |
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|
2021
Q3 | $738K | Hold |
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|
2021
Q2 | $756K | Sell |
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|
2021
Q1 | $785K | Buy |
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|
2020
Q4 | $712K | Hold |
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|
2020
Q3 | $633K | Sell |
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|
2020
Q2 | $599K | Hold |
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|
2020
Q1 | $506K | Sell |
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|
2019
Q4 | $609K | Buy |
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|
2019
Q3 | $504K | Sell |
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|
2019
Q2 | $487K | Buy |
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|
2019
Q1 | $482K | Hold |
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|
2018
Q4 | $485K | Buy |
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