Plante Moran Financial 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
Q3 | $385K | Sell |
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|
2025
Q2 | $403K | Sell |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $982K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $901K | Buy |
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|
2020
Q4 | $838K | Buy |
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|
2020
Q3 | $565K | Buy |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $409K | Sell |
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|
2019
Q4 | $637K | Buy |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $495K | Hold |
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|
2019
Q1 | $501K | Buy |
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|
2018
Q4 | $394K | Sell |
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|
2018
Q3 | $524K | Buy |
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|
2018
Q2 | $466K | Sell |
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|
2018
Q1 | $442K | Buy |
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|
2017
Q4 | $141K | Sell |
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|
2017
Q3 | $235K | Sell |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $242K | Buy |
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|
2016
Q2 | $204K | Buy |
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|
2016
Q1 | $173K | Sell |
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|
2015
Q4 | $242K | Buy |
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|
2015
Q3 | $197K | Buy |
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|
2015
Q2 | $184K | Buy |
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|
2015
Q1 | $152K | Hold |
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|
2014
Q4 | $130K | Hold |
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|
2014
Q3 | $111K | Hold |
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|
2014
Q2 | $105K | Buy |
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|
2014
Q1 | $77K | Sell |
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|
2013
Q4 | $126K | Buy |
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|
2013
Q3 | $66K | Buy |
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|
2013
Q2 | $40K | Buy |
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