Operose 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 | $313K | Sell |
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|
2025
Q2 | $732K | Buy |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $796K | Buy |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $535K | Sell |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $158K | Sell |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $59.6K | Hold |
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|
2023
Q1 | $58.6K | Hold |
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|
2022
Q4 | $65.7K | Hold |
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|
2022
Q3 | $63K | Hold |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $32K | Buy |
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