IBEX Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $9.6M | Buy |
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|
2023
Q4 | $5.02K | Sell |
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|
2023
Q3 | $4.68M | Buy |
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|
2023
Q1 | $6.51M | Sell |
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|
2022
Q4 | $9.6M | Sell |
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|
2022
Q3 | $9.22M | Sell |
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|
2022
Q2 | $9.57M | Sell |
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|
2022
Q1 | $9.59M | Buy |
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|
2021
Q4 | $7.36M | Buy |
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|
2021
Q3 | $5.66M | Buy |
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|
2021
Q2 | $5.4M | Buy |
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|
2021
Q1 | $4.8M | Buy |
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|
2020
Q4 | $4.42M | Buy |
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|
2020
Q3 | $3.8M | Sell |
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|
2020
Q2 | $5.51M | Buy |
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|
2020
Q1 | $3.04M | Sell |
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|
2019
Q4 | $3.75M | Sell |
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|
2019
Q3 | $2.89M | Sell |
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|
2019
Q2 | $3.29M | Sell |
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|
2019
Q1 | $3.8M | Sell |
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|
2018
Q4 | $5.85M | Sell |
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|
2018
Q3 | $7.89M | Buy |
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|
2018
Q2 | $6.32M | Hold |
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|
2018
Q1 | $6.32M | Sell |
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|
2017
Q4 | $6.89M | Sell |
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|
2017
Q3 | $6.22M | Sell |
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|
2017
Q2 | $6.04M | Buy |
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|
2017
Q1 | $5.18M | Buy |
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|
2016
Q4 | $4.83M | Buy |
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|
2016
Q3 | $4.24M | Buy |
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