Stiles Financial Services’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 | $464K | Sell |
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|
2025
Q2 | $653K | Sell |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $6.86M | Sell |
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|
2024
Q2 | $6.1M | Buy |
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|
2024
Q1 | $5.8M | Buy |
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|
2023
Q4 | $6.14M | Buy |
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|
2023
Q3 | $5.78M | Buy |
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|
2023
Q2 | $5.27M | Sell |
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|
2023
Q1 | $5.19M | Buy |
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|
2022
Q4 | $5.76M | Sell |
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|
2022
Q3 | $5.76M | Buy |
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|
2022
Q2 | $5.74M | Sell |
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|
2022
Q1 | $5.75M | Sell |
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|
2021
Q4 | $5.68M | Buy |
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