O'Brien Wealth Partners’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 | $24K | Sell |
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|
2025
Q1 | $45.6K | Buy |
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|
2024
Q4 | $25.3K | Hold |
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|
2024
Q3 | $29.2K | Sell |
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|
2024
Q2 | $29K | Sell |
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|
2024
Q1 | $31.7K | Sell |
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|
2023
Q4 | $41.1K | Buy |
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|
2023
Q3 | $28.7K | Hold |
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|
2023
Q2 | $27.4K | Sell |
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|
2023
Q1 | $36.9K | Sell |
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|
2022
Q4 | $55.7K | Sell |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $121K | Buy |
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|
2022
Q1 | $92K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | $9K | Buy |
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