Peterson Wealth Services’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
$1.59M Sell
2025
Q2
$1.38M Buy
2025
Q1
$2.27M Buy
2024
Q4
$1.89M Buy
2024
Q3
$2.15M Buy
2024
Q2
$457K Buy
2024
Q1
$439K Buy
2023
Q4
$462K Buy
2023
Q3
$435K Buy
2023
Q2
$407K Buy
2023
Q1
$397K Buy
2022
Q4
$322K Sell
2022
Q3
$309K Buy
2022
Q2
$292K Buy
2022
Q1
$279K Buy
2021
Q4
$241K Buy