Triad Financial 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
Q3
$901K Buy
2023
Q2
$793K Sell
2023
Q1
$799K Sell
2022
Q4
$908K Buy
2022
Q3
$322K Buy
2022
Q2
$314K Sell
2022
Q1
$368K Sell
2021
Q4
$378K Buy