Measured Wealth Private Client Group’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$360K	Hold	1,331	–	–	0.1%	127
2025 Q4	$439K	Sell	1,331 -39	-3%	-$13.2K	0.12%	109
2025 Q3	$473K	Sell	1,370 -203	-13%	-$61.4K	0.13%	104
2025 Q2	$491K	Buy	1,573 +167	+12%	+$63.8K	0.15%	101
2025 Q1	$736K	Sell	1,406 -644	-31%	-$329K	0.24%	60
2024 Q4	$1.04M	Sell	2,050 -144	-7%	-$81.8K	0.34%	39
2024 Q3	$1.28M	Sell	2,194 -313	-12%	-$177K	0.43%	32
2024 Q2	$1.28M	Sell	2,507 -72	-3%	-$35.3K	0.45%	29
2024 Q1	$1.28M	Buy	2,579 +30	+1%	+$15.3K	0.45%	28
2023 Q4	$1.34M	Buy	2,549 +5	+0.2%	+$2.67K	0.49%	22
2023 Q3	$1.28M	Sell	2,544 -129	-5%	-$63.5K	0.52%	23
2023 Q2	$1.28M	Sell	2,673 -6	-0.2%	-$2.93K	0.49%	25
2023 Q1	$1.27M	Sell	2,679 -199	-7%	-$96K	0.49%	27
2022 Q4	$1.53M	Sell	2,878 -290	-9%	-$154K	0.63%	23
2022 Q3	$1.6M	Sell	3,168 -158	-5%	-$83.1K	0.71%	22
2022 Q2	$1.71M	Buy	3,326 +190	+6%	+$95.4K	0.75%	21
2022 Q1	$1.6M	Buy	3,136 +146	+5%	+$70.4K	0.59%	21
2021 Q4	$1.5M	Sell	2,990 -17	-0.6%	-$7.7K	0.53%	27
2021 Q3	$1.18M	Sell	3,007 -165	-5%	-$68.3K	0.45%	34
2021 Q2	$1.27M	Buy	3,172 +701	+28%	+$280K	0.4%	45
2021 Q1	$919K	Buy	2,471 +276	+13%	+$95.6K	0.33%	44
2020 Q4	$770K	Sell	2,195 -587	-21%	-$197K	0.32%	46
2020 Q3	$867K	Buy	2,782 +1,532	+123%	+$471K	0.42%	43
2020 Q2	$369K	Buy	+1,250	New	+$358K	0.22%	62
2020 Q1	–	Sell	-876	Closed	-$258K	–	118
2019 Q4	$258K	Buy	+876	New	+$229K	0.17%	80
2019 Q3	–	Sell	-1,515	Closed	-$370K	–	200
2019 Q2	$370K	Sell	1,515 -173	-10%	-$41.6K	0.21%	100
2019 Q1	$417K	Buy	+1,688	New	+$430K	0.26%	81
2018 Q4	–	Sell	-1,037	Closed	-$275K	–	675
2018 Q3	$275K	Buy	1,037 +5	+0.5%	+$1.3K	0.17%	120
2018 Q2	$253K	Buy	+1,032	New	+$248K	0.21%	118