Heritage Wealth Partners’s UnitedHealth UNH Stock Holding History

Heritage Wealth Partners’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$416K	Sell
2024 Q4	$893K	Sell
2024 Q3	$1.04M	Buy
2024 Q2	$392K	Sell
2024 Q1	$900K	Hold
2023 Q4	$900K	Sell
2023 Q3	$933K	Buy
2023 Q2	$764K	Buy
2023 Q1	–	Sell
2022 Q4	$991K	Buy