Peninsula Wealth’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$327K Buy
2024
Q3
$353K Buy
2024
Q2
$287K Buy
2024
Q1
$271K Sell
2023
Q4
$324K Buy
2023
Q3
$303K Buy
2023
Q2
$235K Buy
2023
Q1
Sell
2022
Q4
$204K Buy