Heritage Financial Services’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 | $331K | Sell |
|
|||||
|
2025
Q2 | $334K | Sell |
|
|||||
|
2025
Q1 | $561K | Sell |
|
|||||
|
2024
Q4 | $611K | Buy |
|
|||||
|
2024
Q3 | $675K | Sell |
|
|||||
|
2024
Q2 | $630K | Sell |
|
|||||
|
2024
Q1 | $659K | Buy |
|
|||||
|
2023
Q4 | $698K | Hold |
|
|||||
|
2023
Q3 | $669K | Hold |
|
|||||
|
2023
Q2 | $637K | Hold |
|
|||||
|
2023
Q1 | $627K | Buy |
|
|||||
|
2022
Q4 | $678K | Buy |
|
|||||
|
2022
Q3 | $573K | Sell |
|
|||||
|
2022
Q2 | $583K | Buy |
|
|||||
|
2022
Q1 | $563K | Sell |
|
|||||
|
2021
Q4 | $569K | Buy |
|