Trail Ridge Investment Advisors’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
Sell
2025
Q1
$1.43M Sell
2024
Q4
$1.49M Buy
2024
Q3
$1.66M Sell
2024
Q2
$1.53M Buy
2024
Q1
$1.32M Sell
2023
Q4
$1.5M Sell
2023
Q3
$1.45M Buy
2023
Q2
$1.37M Sell
2023
Q1
$1.37M Sell
2022
Q4
$1.68M Buy
2022
Q3
$1.63M Buy
2022
Q2
$1.58M Buy
2022
Q1
$1.57M Buy
2021
Q4
$1.52M Buy