TrinityPoint Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.39M | Sell |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.47M | Sell |
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|
2024
Q1 | $4.68M | Sell |
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|
2023
Q4 | $7.78M | Buy |
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|
2023
Q3 | $3.67M | Buy |
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|
2023
Q2 | $2.98M | Sell |
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|
2023
Q1 | $3.01M | Buy |
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|
2022
Q4 | $3.14M | Sell |
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|
2022
Q3 | $3.06M | Sell |
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|
2022
Q2 | $3.18M | Sell |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $3.87M | Sell |
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|
2021
Q3 | $3.01M | Sell |
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|
2021
Q2 | $3.11M | Sell |
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|
2021
Q1 | $3.07M | Buy |
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|
2020
Q4 | $2.66M | Sell |
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|
2020
Q3 | $2.43M | Buy |
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|
2020
Q2 | $2.27M | Sell |
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|
2020
Q1 | $1.94M | Buy |
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|
2019
Q4 | $1.6M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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