High Net Worth Advisory Group’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$472K	Buy	1,745 +518	+42%	+$154K	0.11%	151
2025 Q4	$405K	Buy	1,227 +101	+9%	+$34.2K	0.09%	157
2025 Q3	$389K	Sell	1,126 -192	-15%	-$58.1K	0.09%	157
2025 Q2	$412K	Buy	1,318 +270	+26%	+$103K	0.11%	147
2025 Q1	$549K	Hold	1,048	–	–	0.16%	121
2024 Q4	$530K	Sell	1,048 -200	-16%	-$114K	0.15%	124
2024 Q3	$730K	Hold	1,248	–	–	0.2%	103
2024 Q2	$636K	Sell	1,248 -30	-2%	-$14.7K	0.19%	104
2024 Q1	$632K	Buy	1,278 +270	+27%	+$137K	0.2%	104
2023 Q4	$531K	Sell	1,008 -77	-7%	-$41.1K	0.2%	104
2023 Q3	$547K	Buy	1,085 +93	+9%	+$45.8K	0.22%	99
2023 Q2	$477K	Buy	992 +44	+5%	+$21.5K	0.19%	115
2023 Q1	$448K	Buy	948 +15	+2%	+$7.24K	0.18%	115
2022 Q4	$495K	Sell	933 -65	-7%	-$34.4K	0.19%	107
2022 Q3	$504K	Hold	998	–	–	0.22%	98
2022 Q2	$513K	Buy	998 +151	+18%	+$75.8K	0.21%	98
2022 Q1	$432K	Buy	847 +123	+17%	+$59.3K	0.16%	119
2021 Q4	$364K	Buy	+724	New	+$328K	0.13%	136