Guardian Wealth Advisors (North Carolina)’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 | $1.65M | Sell |
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|
2025
Q2 | $1.67M | Sell |
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|
2025
Q1 | $3.91M | Buy |
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|
2024
Q4 | $3.68M | Buy |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $3.12M | Sell |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $2.54M | Buy |
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|
2022
Q4 | $2.76M | Sell |
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|
2022
Q3 | $2.67M | Sell |
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|
2022
Q2 | $2.72M | Buy |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $1.94M | Buy |
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