Sendero Wealth Management’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 | $2.11M | Sell |
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|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $830K | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.17M | Sell |
|
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|
2023
Q1 | $2.93M | Buy |
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|
2022
Q4 | $2.97M | Sell |
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|
2022
Q3 | $3.34M | Sell |
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|
2022
Q2 | $3.59M | Buy |
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|
2022
Q1 | $2.98M | Buy |
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|
2021
Q4 | $2.93M | Buy |
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