Stokes Family Office’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 | $1.14M | Sell |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $1.95M | Buy |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $3.11M | Buy |
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|
2023
Q1 | $2.81M | Sell |
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|
2022
Q4 | $3.54M | Buy |
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|
2022
Q3 | $3.36M | Sell |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $2.99M | Buy |
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|
2021
Q3 | $2.2M | Buy |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.84M | Buy |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $968K | Buy |
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|
2020
Q1 | $817K | Buy |
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|
2019
Q4 | $794K | Buy |
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