Roth Financial 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
Q2 | – | Sell |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $168K | Hold |
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|
2023
Q2 | $160K | Sell |
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|
2023
Q1 | $171K | Sell |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $147K | Hold |
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|
2021
Q3 | $114K | Hold |
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|
2021
Q2 | $117K | Hold |
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|
2021
Q1 | $109K | Hold |
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|
2020
Q4 | $102K | Buy |
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