Intrepid Financial Planning 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 | – | Sell |
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|
2025
Q1 | $510K | Sell |
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|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $698K | Hold |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $620K | Buy |
|
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|
2023
Q4 | $657K | Hold |
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|
2023
Q3 | $629K | Hold |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $567K | Hold |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $550K | Buy |
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|
2022
Q2 | $552K | Buy |
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