Sterling Investment Advisors (Pennsylvania)’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 | $212K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $228K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $132K | Sell |
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|
2022
Q1 | $185K | Buy |
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|
2021
Q4 | $174K | Buy |
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|
2021
Q3 | $130K | Sell |
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|
2021
Q2 | $145K | Buy |
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|
2021
Q1 | $120K | Buy |
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|
2020
Q4 | $106K | Sell |
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|
2020
Q3 | $105K | Hold |
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|
2020
Q2 | $99K | Sell |
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|
2020
Q1 | $146K | Buy |
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|
2019
Q4 | $99K | Hold |
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|
2019
Q3 | $73K | Hold |
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|
2019
Q2 | $82K | Hold |
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|
2019
Q1 | $83K | Hold |
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|
2018
Q4 | $83K | Sell |
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|
2018
Q3 | $119K | Buy |
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|
2018
Q2 | $76K | Buy |
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|
2018
Q1 | $43K | Hold |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $39K | Sell |
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|
2017
Q2 | $79K | Sell |
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|
2017
Q1 | $131K | Hold |
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|
2016
Q4 | $128K | Buy |
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