Penobscot 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 | $438K | Hold |
|
|||||
|
2025
Q2 | $396K | Sell |
|
|||||
|
2025
Q1 | $671K | Buy |
|
|||||
|
2024
Q4 | $642K | Buy |
|
|||||
|
2024
Q3 | $722K | Buy |
|
|||||
|
2024
Q2 | $597K | Buy |
|
|||||
|
2024
Q1 | $600K | Buy |
|
|||||
|
2023
Q4 | $631K | Hold |
|
|||||
|
2023
Q3 | $605K | Hold |
|
|||||
|
2023
Q2 | $576K | Buy |
|
|||||
|
2023
Q1 | $566K | Hold |
|
|||||
|
2022
Q4 | $635K | Hold |
|
|||||
|
2022
Q3 | $605K | Hold |
|
|||||
|
2022
Q2 | $615K | Hold |
|
|||||
|
2022
Q1 | $611K | Buy |
|
|||||
|
2021
Q4 | $601K | Hold |
|
|||||
|
2021
Q3 | $468K | Hold |
|
|||||
|
2021
Q2 | $479K | Buy |
|