Heck Capital 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 | $703K | Buy |
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|
2025
Q2 | $580K | Buy |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $507K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $606K | Buy |
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|
2022
Q3 | $570K | Buy |
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|
2022
Q2 | $570K | Sell |
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|
2022
Q1 | $636K | Sell |
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|
2021
Q4 | $841K | Sell |
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|
2021
Q3 | $701K | Sell |
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|
2021
Q2 | $730K | Buy |
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|
2021
Q1 | $669K | Sell |
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|
2020
Q4 | $646K | Sell |
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|
2020
Q3 | $575K | Buy |
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|
2020
Q2 | $502K | Buy |
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|
2020
Q1 | $324K | Sell |
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|
2019
Q4 | $394K | Buy |
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|
2019
Q3 | $278K | Buy |
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|
2019
Q2 | $300K | Buy |
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|
2019
Q1 | $184K | Buy |
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|
2018
Q4 | $179K | Sell |
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|
2018
Q3 | $195K | Sell |
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|
2018
Q2 | $185K | Buy |
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|
2018
Q1 | $161K | Sell |
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|
2017
Q4 | $168K | Buy |
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|
2017
Q3 | $147K | Buy |
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|
2017
Q2 | $134K | Sell |
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|
2017
Q1 | $128K | Buy |
|