Taylor & Morgan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $375K | Hold |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $367K | Buy |
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