Octavia Wealth 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 | $452K | Buy |
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|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $380K | Buy |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $266K | Buy |
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