Rise Advisors’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 | $215K | Sell |
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|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $374K | Sell |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $112K | Buy |
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|
2023
Q3 | $25.3K | Sell |
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|
2023
Q2 | $27K | Sell |
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|
2023
Q1 | $35.9K | Buy |
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|
2022
Q4 | $38.1K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $37K | Sell |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $38K | Buy |
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