Trivium Point Advisory’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 | $3.25M | Sell |
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|
2025
Q2 | $3.8M | Sell |
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|
2025
Q1 | $7.89M | Sell |
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|
2024
Q4 | $8.04M | Buy |
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|
2024
Q3 | $8.14M | Sell |
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|
2024
Q2 | $7.14M | Buy |
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|
2024
Q1 | $6.59M | Buy |
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|
2023
Q4 | $6.71M | Buy |
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|
2023
Q3 | $6.43M | Buy |
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|
2023
Q2 | $6.04M | Buy |
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|
2023
Q1 | $5.92M | Buy |
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|
2022
Q4 | $5.97M | Buy |
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|
2022
Q3 | $6.11M | Buy |
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|
2022
Q2 | $6.01M | Sell |
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|
2022
Q1 | $6.83M | Buy |
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|
2021
Q4 | $6.24M | Buy |
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|
2021
Q3 | $4.99M | Buy |
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|
2021
Q2 | $4.87M | Buy |
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|
2021
Q1 | $4.38M | Buy |
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|
2020
Q4 | $4.17M | Sell |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $3.51M | Buy |
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|
2020
Q1 | $3.05M | Sell |
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|
2019
Q4 | $3.56M | Sell |
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|
2019
Q3 | $2.7M | Buy |
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|
2019
Q2 | $2.89M | Buy |
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|
2019
Q1 | $2.76M | Buy |
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|
2018
Q4 | $2.64M | Buy |
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