Ritter Daniher Financial Advisory’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 | $504K | Buy |
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|
2025
Q2 | $199K | Sell |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $434K | Hold |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $194K | Hold |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $189K | Buy |
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|
2021
Q3 | $124K | Hold |
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|
2021
Q2 | $127K | Buy |
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|
2021
Q1 | $71K | Hold |
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|
2020
Q4 | $67K | Buy |
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