Shulman DeMeo Asset 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 | $316K | Buy |
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|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $409K | Buy |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $378K | Buy |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $419K | Buy |
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