Pasadena Private Wealth’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 | $369K | Hold |
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|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $497K | Buy |
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|
2024
Q2 | $432K | Hold |
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $446K | Hold |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $438K | Hold |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $435K | Buy |
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