Marotta Asset Management’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 | $350K | Sell |
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|
2025
Q2 | $458K | Sell |
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|
2025
Q1 | $872K | Hold |
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|
2024
Q4 | $753K | Hold |
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|
2024
Q3 | $872K | Sell |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $723K | Sell |
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|
2023
Q4 | $805K | Sell |
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|
2023
Q3 | $819K | Sell |
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|
2023
Q2 | $785K | Buy |
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|
2022
Q4 | $866K | Sell |
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|
2022
Q3 | $833K | Sell |
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|
2022
Q2 | $871K | Sell |
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|
2022
Q1 | $861K | Buy |
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|
2021
Q4 | $836K | Buy |
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|
2021
Q3 | $567K | Hold |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $530K | Hold |
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|
2020
Q4 | $506K | Hold |
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|
2020
Q3 | $450K | Hold |
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|
2020
Q2 | $426K | Hold |
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|
2020
Q1 | $342K | Hold |
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|
2019
Q4 | $395K | Buy |
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