ProVise Management 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
Q2 | – | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $406K | Sell |
|
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $2.57M | Buy |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $1.96M | Buy |
|
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|
2022
Q4 | $906K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $839K | Sell |
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|
2020
Q4 | $798K | Buy |
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|
2020
Q3 | $535K | Sell |
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|
2020
Q2 | $534K | Sell |
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|
2020
Q1 | $474K | Buy |
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|
2019
Q4 | $500K | Buy |
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|
2019
Q3 | $336K | Sell |
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|
2019
Q2 | $719K | Buy |
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|
2019
Q1 | $604K | Buy |
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|
2018
Q4 | $551K | Buy |
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|
2018
Q3 | $580K | Buy |
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