Milestone 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 | $2.37M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $4.8M | Sell |
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|
2024
Q1 | $6.51M | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $222K | Buy |
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