Presidio Capital Management’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 | $661K | Buy |
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|
2025
Q2 | $545K | Sell |
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|
2025
Q1 | $919K | Sell |
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|
2024
Q4 | $892K | Buy |
|
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $849K | Sell |
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|
2023
Q4 | $986K | Sell |
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|
2023
Q3 | $947K | Sell |
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|
2023
Q2 | $950K | Hold |
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|
2023
Q1 | $934K | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.24M | Hold |
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.21M | Buy |
|