HighMark 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
Q3 | $249K | Buy |
|
|||||
|
2025
Q2 | $130K | Buy |
|
|||||
|
2025
Q1 | $178K | Buy |
|
|||||
|
2024
Q4 | $165K | Buy |
|
|||||
|
2024
Q3 | $185K | Buy |
|
|||||
|
2024
Q2 | $155K | Sell |
|
|||||
|
2024
Q1 | $170K | Buy |
|
|||||
|
2023
Q4 | $168K | Buy |
|
|||||
|
2023
Q3 | $161K | Hold |
|
|||||
|
2023
Q2 | $153K | Hold |
|
|||||
|
2023
Q1 | $151K | Buy |
|
|||||
|
2022
Q4 | $9.02K | Buy |
|
|||||
|
2022
Q3 | $7K | Hold |
|
|||||
|
2022
Q2 | $7K | Sell |
|
|||||
|
2022
Q1 | $23K | Sell |
|
|||||
|
2021
Q4 | $23K | Hold |
|
|||||
|
2021
Q3 | $18K | Sell |
|
|||||
|
2021
Q2 | $22K | Sell |
|
|||||
|
2021
Q1 | $25K | Buy |
|
|||||
|
2020
Q4 | $19K | Buy |
|
|||||
|
2020
Q3 | $11K | Hold |
|
|||||
|
2020
Q2 | $10K | Buy |
|
|||||
|
2020
Q1 | $3K | Sell |
|
|||||
|
2019
Q4 | $5K | Buy |
|