Johnson & White 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
$1.21M Buy
2025
Q2
$661K Buy
2025
Q1
$942K Buy
2024
Q4
$894K Buy
2024
Q3
$991K Buy
2024
Q2
$830K Buy
2024
Q1
$758K Buy
2023
Q4
$769K Buy
2023
Q3
$734K Buy
2023
Q2
$695K Buy
2023
Q1
$675K Buy
2022
Q4
Sell
2022
Q3
$733K Buy