Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $779K | Sell |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $692K | Buy |
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|
2023
Q1 | $644K | Sell |
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|
2022
Q4 | $874K | Sell |
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|
2022
Q3 | $854K | Buy |
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|
2022
Q2 | $853K | Buy |
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|
2022
Q1 | $825K | Sell |
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|
2021
Q4 | $835K | Sell |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $730K | Buy |
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|
2021
Q1 | $644K | Buy |
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|
2020
Q4 | $550K | Buy |
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