Stonegate Investment 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 | $2.17M | Sell |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $5.44M | Sell |
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|
2024
Q4 | $8.93M | Buy |
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|
2024
Q3 | $9.93M | Sell |
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|
2024
Q2 | $8.78M | Sell |
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|
2024
Q1 | $8.77M | Buy |
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|
2023
Q4 | $9M | Hold |
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|
2023
Q3 | $8.62M | Sell |
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|
2023
Q2 | $8.32M | Buy |
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|
2023
Q1 | $8.11M | Buy |
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|
2022
Q4 | $8.42M | Buy |
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|
2022
Q3 | $7.65M | Sell |
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|
2022
Q2 | $8.02M | Buy |
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|
2022
Q1 | $6.79M | Sell |
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|
2021
Q4 | $6.73M | Buy |
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