GW & Wade’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$6.67M Buy
2023
Q3
$5.67M Buy
2023
Q2
$5.09M Sell
2023
Q1
$5.05M Buy
2022
Q4
$5.51M Buy
2022
Q3
$4.82M Buy
2022
Q2
$4.85M Buy
2022
Q1
$4.68M Buy
2021
Q4
$4.16M Buy
2021
Q3
$3.12M Buy
2021
Q2
$3.14M Buy
2021
Q1
$2.79M Buy
2020
Q4
$1.47M Buy
2020
Q3
$403K Sell
2020
Q2
$411K Buy
2020
Q1
$336K Sell
2019
Q4
$400K Buy
2019
Q3
Sell
2019
Q2
$235K Sell
2019
Q1
$239K Buy