Monterey Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $648K | Buy |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $534K | Buy |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $357K | Hold |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $485K | Buy |
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|
2022
Q1 | $483K | Buy |
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