Polaris Wealth Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.4M | Sell |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $12.4M | Sell |
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|
2022
Q4 | $13.6M | Buy |
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|
2022
Q3 | $9.45M | Sell |
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|
2022
Q2 | $9.8M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $798K | Buy |
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|
2020
Q4 | $626K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.72M | Buy |
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|
2019
Q2 | $2.42M | Sell |
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|
2019
Q1 | $17.6M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $120K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $21K | Buy |
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