Trellis Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $431K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $374K | Sell |
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|
2021
Q3 | $309K | Hold |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $296K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q2 | $215K | Buy |
|