New England Capital Financial 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 | $319K | Buy |
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|
2025
Q2 | $288K | Buy |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $537K | Hold |
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|
2024
Q2 | $468K | Buy |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $440K | Hold |
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|
2023
Q1 | $432K | Buy |
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|
2022
Q4 | $445K | Buy |
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