Ropes Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $961K | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $991K | Buy |
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|
2022
Q2 | $997K | Buy |
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|
2022
Q1 | $923K | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $923K | Buy |
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|
2021
Q2 | $943K | Buy |
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|
2021
Q1 | $729K | Buy |
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|
2020
Q4 | $506K | Sell |
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|
2020
Q3 | $493K | Buy |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $220K | Hold |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $363K | Buy |
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|
2019
Q2 | $338K | Buy |
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|
2019
Q1 | $246K | Hold |
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|
2018
Q4 | $248K | Buy |
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|
2018
Q3 | $259K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $34K | Sell |
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|
2016
Q3 | $36K | Buy |
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|
2016
Q2 | $8K | Sell |
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|
2016
Q1 | $11K | Sell |
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|
2015
Q4 | $128K | Buy |
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|
2015
Q3 | $12K | Buy |
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