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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
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|
2025
Q1 | $736K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $919K | Buy |
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|
2020
Q4 | $770K | Sell |
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|
2020
Q3 | $867K | Buy |
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|
2020
Q2 | $369K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $370K | Sell |
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|
2019
Q1 | $417K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $275K | Buy |
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|
2018
Q2 | $253K | Buy |
|