SWP Financial’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
$354K Hold
2025
Q2
$320K Hold
2025
Q1
$537K Hold
2024
Q4
$519K Hold
2024
Q3
$600K Hold
2024
Q2
$523K Sell
2024
Q1
$510K Buy
2023
Q4
$540K Buy