Nicolet 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
Q3 | $1.45M | Sell |
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|
2025
Q2 | $972K | Sell |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $3.8M | Buy |
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|
2024
Q2 | $2.81M | Sell |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $3.23M | Buy |
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|
2023
Q3 | $2.97M | Buy |
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|
2023
Q2 | $2.62M | Buy |
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|
2023
Q1 | $2.63M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $223K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $291K | Buy |
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