Levy Wealth Management Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$454K Sell
2024
Q1
$528K Hold
2023
Q4
$528K Buy
2023
Q3
$504K Buy
2023
Q2
$479K Buy
2023
Q1
$470K Buy
2022
Q4
$356K Buy
2022
Q3
$338K Buy