Heritage Wealth 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
Q2 | $19.5K | Sell |
|
|||||
|
2025
Q1 | $222K | Sell |
|
|||||
|
2024
Q4 | $57.2M | Buy |
|
|||||
|
2024
Q3 | $65.4M | Buy |
|
|||||
|
2024
Q2 | $54.6M | Buy |
|
|||||
|
2024
Q1 | $49.9M | Buy |
|
|||||
|
2023
Q4 | $49.6M | Sell |
|
|||||
|
2023
Q3 | $50.2M | Buy |
|
|||||
|
2023
Q2 | $45M | Buy |
|
|||||
|
2023
Q1 | $43.3M | Buy |
|
|||||
|
2022
Q4 | $45.8M | Buy |
|
|||||
|
2022
Q3 | $42.4M | Buy |
|
|||||
|
2022
Q2 | $41.9M | Buy |
|
|||||
|
2022
Q1 | $33.9M | Buy |
|
|||||
|
2021
Q4 | $31.6M | Buy |
|
|||||
|
2021
Q3 | $23.1M | Buy |
|
|||||
|
2021
Q2 | $23M | Buy |
|
|||||
|
2021
Q1 | $19.4M | Buy |
|
|||||
|
2020
Q4 | $16.3M | Buy |
|
|||||
|
2020
Q3 | $13.2M | Buy |
|
|||||
|
2020
Q2 | $12.3M | Buy |
|
|||||
|
2020
Q1 | $4.86M | Buy |
|
|||||
|
2019
Q4 | $4.23M | Buy |
|
|||||
|
2019
Q3 | $2.69M | Buy |
|
|||||
|
2019
Q2 | $2.86M | Buy |
|
|||||
|
2019
Q1 | $2.73M | Buy |
|
|||||
|
2018
Q4 | $2.2M | Buy |
|
|||||
|
2018
Q3 | $2.29M | Buy |
|
|||||
|
2018
Q2 | $1.97M | Buy |
|
|||||
|
2018
Q1 | $1.69M | Buy |
|
|||||
|
2017
Q4 | $1.54M | Buy |
|
|||||
|
2017
Q3 | $1.3M | Buy |
|
|||||
|
2017
Q2 | $1.17M | Buy |
|
|||||
|
2017
Q1 | $962K | Buy |
|
|||||
|
2016
Q4 | $799K | Buy |
|
|||||
|
2016
Q3 | $535K | Buy |
|
|||||
|
2016
Q2 | $416K | Buy |
|