Matrix Asset Advisors’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 | $257K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $9.1M | Sell |
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|
2024
Q4 | $8.81M | Sell |
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|
2024
Q3 | $14.3M | Sell |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $9.92M | Sell |
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|
2023
Q3 | $9.57M | Buy |
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|
2023
Q2 | $3.39M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $647K | Sell |
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|
2016
Q3 | $574K | Buy |
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