Jeppson 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 | $414K | Buy |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $772K | Sell |
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|
2024
Q3 | $903K | Sell |
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|
2024
Q2 | $809K | Sell |
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|
2024
Q1 | $860K | Sell |
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|
2023
Q4 | $918K | Sell |
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|
2023
Q3 | $881K | Buy |
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|
2023
Q2 | $828K | Hold |
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|
2023
Q1 | $814K | Hold |
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|
2022
Q4 | $914K | Sell |
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|
2022
Q3 | $901K | Sell |
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|
2022
Q2 | $924K | Hold |
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|
2022
Q1 | $916K | Buy |
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|
2021
Q4 | $900K | Hold |
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|
2021
Q3 | $700K | Hold |
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|
2021
Q2 | $717K | Sell |
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|
2021
Q1 | $670K | Sell |
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|
2020
Q4 | $636K | Hold |
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|
2020
Q3 | $565K | Buy |
|