Kathleen S. Wright Associates’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 |
|
|||||
|
2025
Q1 | $24.6K | Hold |
|
|||||
|
2024
Q4 | $23.8K | Hold |
|
|||||
|
2024
Q3 | $27.5K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $8.41K | Hold |
|
|||||
|
2023
Q4 | $8.95K | Hold |
|
|||||
|
2023
Q3 | $8.57K | Hold |
|
|||||
|
2023
Q2 | $8.17K | Hold |
|
|||||
|
2023
Q1 | $8.03K | Hold |
|
|||||
|
2022
Q4 | $9K | Hold |
|
|||||
|
2022
Q3 | $9K | Buy |
|