Sound View Wealth Advisors Group’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 | $1.11M | Sell |
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|
2025
Q1 | $2.46M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $4.27M | Buy |
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|
2024
Q2 | $3.22M | Buy |
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|
2024
Q1 | $3.09M | Buy |
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|
2023
Q4 | $3.28M | Sell |
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|
2023
Q3 | $3.24M | Sell |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $3.08M | Buy |
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|
2022
Q4 | $3.28M | Buy |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $851K | Buy |
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|
2019
Q4 | $992K | Sell |
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|
2019
Q3 | $742K | Sell |
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|
2019
Q2 | $874K | Buy |
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