Investment 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 | $279K | Buy |
|
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|
2024
Q4 | $268K | Buy |
|
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|
2024
Q3 | $299K | Buy |
|
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|
2024
Q2 | $246K | Sell |
|
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|
2024
Q1 | $258K | Buy |
|
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|
2023
Q4 | $239K | Sell |
|
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|
2023
Q3 | $248K | Buy |
|
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $220K | Hold |
|
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $235K | Buy |
|
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $209K | Buy |
|