Traphagen 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
Q3 | $406K | Sell |
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|
2025
Q2 | $439K | Buy |
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|
2025
Q1 | $612K | Sell |
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|
2024
Q4 | $593K | Buy |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $332K | Buy |
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