Heritage Wealth Management (Arizona)’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.37M Sell
2024
Q1
$1.47M Sell
2023
Q4
$1.6M Buy
2022
Q4
$6.21M Buy
2022
Q3
$2.79M Buy
2022
Q2
$2.74M Sell
2022
Q1
$3.63M Buy
2021
Q3
$2.36M Buy
2021
Q2
$2.17M Buy
2021
Q1
$1.92M Buy