Synergy Asset Management’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 | $4.08M | Buy |
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|
2025
Q1 | $4.29M | Sell |
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|
2024
Q4 | $8.73M | Buy |
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|
2024
Q3 | $4.54M | Sell |
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|
2024
Q2 | $12.4M | Sell |
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|
2024
Q1 | $15.6M | Buy |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $8.61M | Buy |
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|
2023
Q2 | $7.32M | Buy |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $7.5M | Buy |
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|
2022
Q1 | $572K | Sell |
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|
2021
Q4 | $660K | Sell |
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|
2021
Q3 | $6.24M | Sell |
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|
2021
Q2 | $8.35M | Buy |
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|
2021
Q1 | $6.52M | Buy |
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