Nicholas Hoffman & Company’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 | $859K | Sell |
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|
2025
Q2 | $795K | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $975K | Buy |
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|
2021
Q2 | $924K | Buy |
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|
2021
Q1 | $698K | Buy |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $579K | Sell |
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|
2019
Q1 | $837K | Buy |
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|
2018
Q4 | $761K | Buy |
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|
2018
Q3 | $683K | Buy |
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|
2018
Q2 | $610K | Buy |
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|
2018
Q1 | $496K | Buy |
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|
2017
Q4 | $462K | Sell |
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|
2017
Q3 | $412K | Buy |
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|
2017
Q2 | $382K | Buy |
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|
2017
Q1 | $321K | Buy |
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|
2016
Q4 | $308K | Buy |
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|
2016
Q3 | $242K | Buy |
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|
2016
Q2 | $222K | Buy |
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