Newton One Investments’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 | $213K | Buy |
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|
2025
Q2 | $192K | Buy |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $386K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $390K | Hold |
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|
2021
Q4 | $384K | Hold |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $306K | Buy |
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