Independent Solutions 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 | $1.62M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $985K | Buy |
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|
2023
Q4 | $948K | Buy |
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $727K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $282K | Buy |
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