N.E.W. Advisory Services’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
$436K Buy
2025
Q1
$273K Buy
2024
Q4
$240K Sell
2024
Q3
$293K Hold
2024
Q2
$255K Buy
2024
Q1
$241K Buy
2023
Q4
$257K Hold
2023
Q3
$246K Buy