HFR Wealth 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
Q2 | $340K | Hold |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $602K | Hold |
|
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|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $510K | Hold |
|
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $464K | Hold |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $517K | Buy |
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|
2022
Q3 | $485K | Hold |
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|
2022
Q2 | $493K | Hold |
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|
2022
Q1 | $490K | Hold |
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|
2021
Q4 | $482K | Hold |
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|
2021
Q3 | $375K | Hold |
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|
2021
Q2 | $384K | Buy |
|