Quotient Wealth Partners’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
$836K Buy
2025
Q2
$749K Sell
2025
Q1
$1.66M Sell
2024
Q4
$1.81M Sell
2024
Q3
$2.23M Buy
2024
Q2
$1.8M Buy
2024
Q1
$1.4M Buy
2023
Q4
$1.18M Buy