Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
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|
2025
Q2 | $350K | Buy |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $173K | Sell |
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|
2021
Q2 | $181K | Sell |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $162K | Sell |
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|
2020
Q3 | $147K | Sell |
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|
2020
Q2 | $160K | Sell |
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|
2020
Q1 | $137K | Buy |
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|
2019
Q4 | $142K | Hold |
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|
2019
Q3 | $105K | Buy |
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|
2019
Q2 | $39K | Sell |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $42K | Buy |
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