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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $730K | Hold |
|
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|
2024
Q2 | $636K | Sell |
|
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|
2024
Q1 | $632K | Buy |
|
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|
2023
Q4 | $531K | Sell |
|
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|
2023
Q3 | $547K | Buy |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $448K | Buy |
|
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $504K | Hold |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $364K | Buy |
|