Morton Brown Family 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
Q3
$5.87K Sell
2025
Q2
$9.67K Buy
2025
Q1
$7.33K Buy
2024
Q1
Sell
2023
Q4
$1.58K Buy
2023
Q2
Sell
2023
Q1
$2.36K Buy
2022
Q1
Sell
2021
Q4
$12K Buy