SFMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $859K | Sell |
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|
2024
Q4 | $946K | Buy |
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|
2024
Q3 | $898K | Buy |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $771K | Buy |
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|
2023
Q3 | $708K | Sell |
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|
2023
Q2 | $677K | Sell |
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|
2023
Q1 | $746K | Buy |
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|
2022
Q4 | $833K | Sell |
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|
2022
Q3 | $800K | Buy |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $498K | Sell |
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|
2021
Q4 | $753K | Buy |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $498K | Buy |
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|
2020
Q4 | $464K | Buy |
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|
2020
Q3 | $211K | Buy |
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