Strategic Family Wealth Counselors’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 | $692K | Buy |
|
|||||
|
2025
Q2 | $614K | Buy |
|
|||||
|
2025
Q1 | $715K | Buy |
|
|||||
|
2024
Q4 | $678K | Buy |
|
|||||
|
2024
Q3 | $667K | Buy |
|
|||||
|
2024
Q2 | $565K | Hold |
|
|||||
|
2024
Q1 | $549K | Buy |
|
|||||
|
2023
Q4 | $579K | Sell |
|
|||||
|
2023
Q3 | $555K | Hold |
|
|||||
|
2023
Q2 | $529K | Hold |
|
|||||
|
2023
Q1 | $520K | Hold |
|
|||||
|
2022
Q4 | $584K | Hold |
|
|||||
|
2022
Q3 | $556K | Sell |
|
|||||
|
2022
Q2 | $575K | Buy |
|
|||||
|
2022
Q1 | $546K | Buy |
|
|||||
|
2021
Q4 | $509K | Hold |
|
|||||
|
2021
Q3 | $396K | Buy |
|
|||||
|
2021
Q2 | $405K | Buy |
|
|||||
|
2021
Q1 | $375K | Buy |
|
|||||
|
2020
Q4 | $352K | Buy |
|
|||||
|
2020
Q3 | $301K | Buy |
|
|||||
|
2020
Q2 | $283K | Hold |
|
|||||
|
2020
Q1 | $239K | Buy |
|
|||||
|
2019
Q4 | $232K | Buy |
|