Strait & Sound Wealth Management’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
Sell
2025
Q1
$353K Sell
2024
Q4
$699K Buy
2024
Q3
$769K Buy
2024
Q2
$562K Buy
2024
Q1
$342K Buy
2023
Q4
$348K Buy
2023
Q3
$326K Buy
2023
Q2
$294K Sell
2023
Q1
$394K Buy
2022
Q4
$397K Buy