Holistic Financial Partners’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 | $582K | Buy |
|
|||||
|
2025
Q2 | $420K | Buy |
|
|||||
|
2025
Q1 | $559K | Buy |
|
|||||
|
2024
Q4 | $524K | Buy |
|
|||||
|
2024
Q3 | $518K | Sell |
|
|||||
|
2024
Q2 | $521K | Sell |
|
|||||
|
2024
Q1 | $618K | Sell |
|
|||||
|
2023
Q4 | $675K | Buy |
|
|||||
|
2023
Q3 | $609K | Sell |
|
|||||
|
2023
Q2 | $595K | Sell |
|
|||||
|
2023
Q1 | $619K | Buy |
|
|||||
|
2022
Q4 | $625K | Buy |
|
|||||
|
2022
Q3 | $523K | Buy |
|
|||||
|
2022
Q2 | $521K | Sell |
|
|||||
|
2022
Q1 | $546K | Buy |
|
|||||
|
2021
Q4 | $498K | Sell |
|
|||||
|
2021
Q3 | $393K | Sell |
|
|||||
|
2021
Q2 | $405K | Buy |
|
|||||
|
2021
Q1 | $368K | Sell |
|
|||||
|
2020
Q4 | $381K | Buy |
|
|||||
|
2020
Q3 | $336K | Buy |
|
|||||
|
2020
Q2 | $252K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $233K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $18K | Sell |
|
|||||
|
2017
Q4 | $25K | Buy |
|