Schechter Investment 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
Q1 | $6.64M | Sell |
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|
2024
Q4 | $7.18M | Sell |
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|
2024
Q3 | $8.86M | Sell |
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|
2024
Q2 | $10.9M | Buy |
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|
2024
Q1 | $10.3M | Buy |
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|
2023
Q4 | $7.94M | Sell |
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|
2023
Q3 | $7.81M | Buy |
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|
2023
Q2 | $7.17M | Buy |
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|
2023
Q1 | $6.92M | Sell |
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|
2022
Q4 | $8.49M | Buy |
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|
2022
Q3 | $7.96M | Sell |
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|
2022
Q2 | $8.17M | Sell |
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|
2022
Q1 | $8.46M | Buy |
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|
2021
Q4 | $8.28M | Buy |
|