Partners in Financial Planning’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 | – | Sell |
|
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|
2025
Q1 | $220K | Hold |
|
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|
2024
Q4 | $213K | Hold |
|
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|
2024
Q3 | $246K | Hold |
|
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|
2024
Q2 | $214K | Hold |
|
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|
2024
Q1 | $208K | Buy |
|
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|
2023
Q4 | $211K | Hold |
|
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|
2023
Q3 | $202K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $207K | Sell |
|
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|
2022
Q3 | $217K | Hold |
|
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|
2022
Q2 | $215K | Hold |
|
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|
2022
Q1 | $214K | Buy |
|