MinichMacGregor Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $534K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $977K | Sell |
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|
2020
Q2 | $955K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $104K | Buy |
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|
2018
Q2 | $94K | Buy |
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|
2018
Q1 | $80K | Sell |
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|
2017
Q4 | $87K | Buy |
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|
2017
Q3 | $75K | Sell |
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|
2017
Q2 | $71K | Buy |
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|
2017
Q1 | $60K | Sell |
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|
2016
Q4 | $60K | Sell |
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|
2016
Q3 | $56K | Sell |
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|
2016
Q2 | $58K | Sell |
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|
2016
Q1 | $53K | Sell |
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|
2015
Q4 | $51K | Buy |
|