Ridgecrest 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 | $244K | Hold |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $362K | Sell |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $382K | Sell |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $300K | Buy |
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