SOA 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
Q3 | $239K | Sell |
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|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $642K | Sell |
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|
2024
Q3 | $746K | Buy |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | $383K | Sell |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $352K | Buy |
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