Sweet Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.38M | Sell |
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|
2024
Q2 | $3.92M | Buy |
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|
2024
Q1 | $3.56M | Buy |
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|
2023
Q4 | $3.5M | Buy |
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|
2023
Q3 | $3.18M | Buy |
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|
2023
Q2 | $2.83M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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