Hennion & Walsh Asset Management’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 | $5.14M | Buy |
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|
2025
Q2 | $4.47M | Buy |
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|
2025
Q1 | $6.84M | Buy |
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|
2024
Q4 | $6.47M | Buy |
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|
2024
Q3 | $6.5M | Buy |
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|
2024
Q2 | $5.07M | Buy |
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|
2024
Q1 | $4.29M | Buy |
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|
2023
Q4 | $4.17M | Sell |
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|
2023
Q3 | $4.31M | Sell |
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|
2023
Q2 | $5.39M | Sell |
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|
2023
Q1 | $6.5M | Sell |
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|
2022
Q4 | $8.89M | Sell |
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|
2022
Q3 | $8.62M | Sell |
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|
2022
Q2 | $9.2M | Buy |
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|
2022
Q1 | $8.28M | Buy |
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|
2021
Q4 | $7.98M | Buy |
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|
2021
Q3 | $5.39M | Buy |
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|
2021
Q2 | $4.63M | Sell |
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|
2021
Q1 | $4.71M | Buy |
|