Souders Financial 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 | $1.28M | Buy |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $3.52M | Sell |
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|
2024
Q4 | $4.76M | Sell |
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|
2024
Q3 | $6.74M | Buy |
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|
2024
Q2 | $5.84M | Buy |
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|
2024
Q1 | $5.54M | Buy |
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|
2023
Q4 | $5.71M | Sell |
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|
2023
Q3 | $5.53M | Buy |
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|
2023
Q2 | $4.97M | Sell |
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|
2023
Q1 | $4.94M | Buy |
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|
2022
Q4 | $5.51M | Buy |
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|
2022
Q3 | $5.14M | Sell |
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|
2022
Q2 | $5.42M | Sell |
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|
2022
Q1 | $5.51M | Sell |
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|
2021
Q4 | $5.43M | Buy |
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|
2021
Q3 | $4.14M | Buy |
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|
2021
Q2 | $4.06M | Buy |
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|
2021
Q1 | $3.69M | Sell |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $3.9M | Sell |
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|
2020
Q2 | $3.65M | Buy |
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|
2020
Q1 | $1.95M | Buy |
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