Laurel Wealth Planning’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 |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $319K | Hold |
|
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $287K | Hold |
|
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $515K | Hold |
|
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|
2022
Q4 | $578K | Sell |
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|
2022
Q3 | $579K | Sell |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $585K | Sell |
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|
2021
Q4 | $752K | Sell |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $20K | Buy |
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