PBMares Wealth Management’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 | $302K | Buy |
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|
2025
Q2 | $250K | Sell |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $961K | Buy |
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|
2024
Q1 | $896K | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $1.02M | Hold |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.22M | Hold |
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|
2021
Q4 | $1.2M | Hold |
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|
2021
Q3 | $934K | Sell |
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|
2021
Q2 | $969K | Hold |
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|
2021
Q1 | $900K | Buy |
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|
2020
Q4 | $709K | Buy |
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|
2020
Q3 | $563K | Buy |
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|
2020
Q2 | $533K | Hold |
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|
2020
Q1 | $450K | Sell |
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|
2019
Q4 | $545K | Buy |
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