Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.02M | Buy |
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|
2024
Q3 | $3.95M | Buy |
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|
2024
Q2 | $3.4M | Buy |
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|
2024
Q1 | $3.24M | Buy |
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|
2023
Q4 | $3.12M | Buy |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $2.68M | Sell |
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|
2023
Q1 | $2.65M | Buy |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $2.91M | Sell |
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|
2022
Q1 | $3.05M | Buy |
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|
2021
Q4 | $2.91M | Buy |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $2.19M | Buy |
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|
2021
Q1 | $1.96K | Sell |
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|
2020
Q4 | $1.86M | Sell |
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|
2020
Q3 | $1.69M | Sell |
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|
2020
Q2 | $1.59M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $791K | Buy |
|