Portside Wealth Group’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
$479K Sell
2025
Q2
$510K Sell
2025
Q1
$3.16M Sell
2024
Q4
$3.31M Sell
2024
Q3
$5.63M Buy
2024
Q2
$4.76M Sell
2024
Q1
$4.76M Sell
2023
Q4
$5.36M Sell
2023
Q3
$5.55M Buy
2023
Q2
$5.24M Buy