Motive Wealth Advisors’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 | $279K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $382K | Buy |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $241K | Buy |
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