Sovereign Financial 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
Q3 | $775K | Sell |
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|
2025
Q2 | $702K | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $985K | Sell |
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|
2023
Q2 | $1.02M | Buy |
|
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|
2023
Q1 | $955K | Buy |
|
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $812K | Sell |
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|
2022
Q2 | $838K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $448K | Hold |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $420K | Buy |
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