Guardian Wealth Advisors (Minnesota)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $560K | Sell |
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|
2024
Q4 | $572K | Hold |
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|
2024
Q3 | $661K | Sell |
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|
2024
Q2 | $593K | Sell |
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|
2024
Q1 | $589K | Hold |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $489K | Hold |
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|
2022
Q4 | $549K | Hold |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $552K | Hold |
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|
2022
Q1 | $548K | Hold |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $412K | Hold |
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|
2021
Q2 | $422K | Sell |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $387K | Buy |
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