Soltis 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
Q3 | $9.92M | Buy |
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|
2025
Q2 | $8.57M | Buy |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $9.64M | Buy |
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|
2024
Q1 | $7.43M | Buy |
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|
2023
Q4 | $4.09M | Buy |
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|
2023
Q3 | $3.85M | Buy |
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|
2023
Q2 | $2.29M | Buy |
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|
2023
Q1 | $2.14M | Buy |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | $841K | Buy |
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|
2021
Q3 | $649K | Sell |
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|
2021
Q2 | $865K | Buy |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $434K | Buy |
|