TriaGen 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 | $327K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $217K | Sell |
|
|||||
|
2024
Q4 | $217K | Hold |
|
|||||
|
2024
Q3 | $250K | Hold |
|
|||||
|
2024
Q2 | $218K | Hold |
|
|||||
|
2024
Q1 | $212K | Hold |
|
|||||
|
2023
Q4 | $225K | Sell |
|
|||||
|
2023
Q3 | $266K | Sell |
|
|||||
|
2023
Q2 | $639K | Sell |
|
|||||
|
2023
Q1 | $656K | Sell |
|
|||||
|
2022
Q4 | $760K | Buy |
|
|||||
|
2022
Q3 | $700K | Buy |
|
|||||
|
2022
Q2 | $269K | Sell |
|
|||||
|
2022
Q1 | $2.41M | Sell |
|
|||||
|
2021
Q4 | $2.6M | Hold |
|
|||||
|
2021
Q3 | $2.02M | Hold |
|
|||||
|
2021
Q2 | $2.13M | Sell |
|
|||||
|
2021
Q1 | $1.93M | Sell |
|
|||||
|
2020
Q4 | $1.86M | Buy |
|