Juncture Wealth Strategies’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 | $339K | Buy |
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|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $434K | Buy |
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|
2024
Q3 | $499K | Hold |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $447K | Hold |
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|
2023
Q2 | $426K | Sell |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $224K | Buy |
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