Phoenix Financial’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 | $14.3M | Buy |
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|
2025
Q2 | $6.19M | Sell |
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|
2025
Q1 | $14.8M | Sell |
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|
2024
Q4 | $21.6M | Buy |
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|
2024
Q3 | $24.4M | Sell |
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|
2024
Q2 | $21.7M | Buy |
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|
2024
Q1 | $15.8M | Buy |
|
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $8.98M | Buy |
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|
2023
Q1 | $6.08M | Buy |
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|
2022
Q4 | $3.33M | Buy |
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|
2022
Q3 | $2.89M | Sell |
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|
2022
Q2 | $3.19M | Sell |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | $390K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $345K | Buy |
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