Syverson Strege & Co’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 | $906K | Buy |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $647K | Buy |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $303K | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $236K | Buy |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | $200K | Buy |
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