Matrix Trust Company’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
$1.91M Sell
2025
Q2
$1.85M Buy
2025
Q1
$1.93M Buy
2024
Q4
$1.84M Buy
2024
Q3
$1.99M Buy
2024
Q2
$1.71M Buy
2024
Q1
$1.57M Sell
2023
Q4
$1.71M Buy