Iron Horse 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
Q2 | $327K | Sell |
|
|||||
|
2025
Q1 | $592K | Sell |
|
|||||
|
2024
Q4 | $575K | Buy |
|
|||||
|
2024
Q3 | $657K | Sell |
|
|||||
|
2024
Q2 | $594K | Hold |
|
|||||
|
2024
Q1 | $577K | Hold |
|
|||||
|
2023
Q4 | $614K | Sell |
|
|||||
|
2023
Q3 | $614K | Buy |
|
|||||
|
2023
Q2 | $576K | Hold |
|
|||||
|
2023
Q1 | $566K | Buy |
|
|||||
|
2022
Q4 | $633K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $639K | Hold |
|
|||||
|
2022
Q1 | $634K | Sell |
|
|||||
|
2021
Q4 | $650K | Hold |
|
|||||
|
2021
Q3 | $506K | Sell |
|
|||||
|
2021
Q2 | $538K | Hold |
|
|||||
|
2021
Q1 | $500K | Hold |
|
|||||
|
2020
Q4 | $471K | Buy |
|