Phoenix Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$891K Buy
2024
Q4
$836K Sell
2024
Q3
$2.5M Buy
2024
Q2
$249K Buy
2021
Q4
Sell
2021
Q3
$53K Hold
2021
Q2
$56K Buy
2021
Q1
$48K Buy
2020
Q4
$43K Buy