Modera 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 | $4.44M | Sell |
|
|||||
|
2025
Q1 | $18.5M | Sell |
|
|||||
|
2024
Q4 | $18.4M | Sell |
|
|||||
|
2024
Q3 | $21.4M | Buy |
|
|||||
|
2024
Q2 | $18.5M | Sell |
|
|||||
|
2024
Q1 | $18.6M | Sell |
|
|||||
|
2023
Q4 | $20.3M | Sell |
|
|||||
|
2023
Q3 | $20M | Buy |
|
|||||
|
2023
Q2 | $18.3M | Buy |
|
|||||
|
2023
Q1 | $2.52M | Buy |
|
|||||
|
2022
Q4 | $2.8M | Sell |
|
|||||
|
2022
Q3 | $2.67M | Sell |
|
|||||
|
2022
Q2 | $2.75M | Sell |
|
|||||
|
2022
Q1 | $2.74M | Buy |
|
|||||
|
2021
Q4 | $2.66M | Buy |
|
|||||
|
2021
Q3 | $510K | Sell |
|
|||||
|
2021
Q2 | $558K | Sell |
|
|||||
|
2021
Q1 | $528K | Buy |
|
|||||
|
2020
Q4 | $487K | Buy |
|