One Charles Private Wealth Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $223K | Buy |
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|
2025
Q3 | $232K | Buy |
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|
2025
Q2 | $205K | Sell |
|
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $346K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $307K | Hold |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $268K | Buy |
|