StrongBox Wealth’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 |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $489K | Sell |
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|
2024
Q3 | $670K | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $2.27M | Sell |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $1.32M | Buy |
|
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $219K | Buy |
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