Investmark Advisory 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 | $286K | Buy |
|
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|
2024
Q4 | $275K | Sell |
|
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|
2024
Q3 | $427K | Buy |
|
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|
2024
Q2 | $365K | Sell |
|
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|
2024
Q1 | $386K | Buy |
|
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|
2023
Q4 | $410K | Buy |
|
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|
2023
Q3 | $392K | Buy |
|
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|
2023
Q2 | $373K | Buy |
|
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|
2023
Q1 | $357K | Sell |
|
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|
2022
Q4 | $411K | Buy |
|
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|
2022
Q3 | $368K | Buy |
|
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $305K | Buy |
|