Halbert Hargrove Global 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 | $46.4K | Buy |
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|
2025
Q2 | $16.8K | Sell |
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|
2025
Q1 | $54.4K | Buy |
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|
2024
Q4 | $43.5K | Sell |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $981K | Buy |
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|
2021
Q4 | $945K | Buy |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $741K | Buy |
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|
2021
Q1 | $678K | Sell |
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|
2020
Q4 | $934K | Sell |
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|
2020
Q3 | $852K | Buy |
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|
2020
Q2 | $794K | Buy |
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|
2020
Q1 | $643K | Sell |
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|
2019
Q4 | $986K | Sell |
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|
2019
Q3 | $764K | Buy |
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|
2019
Q2 | $330K | Buy |
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|
2019
Q1 | $325K | Sell |
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|
2018
Q4 | $331K | Sell |
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|
2018
Q3 | $368K | Sell |
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|
2018
Q2 | $356K | Sell |
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|
2018
Q1 | $321K | Buy |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $253K | Sell |
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|
2017
Q2 | $262K | Sell |
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|
2017
Q1 | $319K | Sell |
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|
2016
Q4 | $329K | Buy |
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|
2016
Q3 | $282K | Sell |
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|
2016
Q2 | $328K | Sell |
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|
2016
Q1 | $305K | Sell |
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|
2015
Q4 | $326K | Sell |
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|
2015
Q3 | $324K | Sell |
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|
2015
Q2 | $640K | Sell |
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|
2015
Q1 | $643K | Buy |
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|
2014
Q4 | $315K | Sell |
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|
2014
Q3 | $277K | Sell |
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|
2014
Q2 | $394K | Buy |
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|
2014
Q1 | $389K | Sell |
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|
2013
Q4 | $362K | Sell |
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|
2013
Q3 | $610K | Buy |
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|
2013
Q2 | $528K | Buy |
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