TRUE Private Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $954K | Buy |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $708K | Buy |
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|
2022
Q4 | $781K | Buy |
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|
2022
Q3 | $734K | Sell |
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|
2022
Q2 | $809K | Sell |
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|
2022
Q1 | $855K | Buy |
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|
2021
Q4 | $840K | Buy |
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|
2021
Q3 | $607K | Sell |
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|
2021
Q2 | $625K | Sell |
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|
2021
Q1 | $708K | Sell |
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|
2020
Q4 | $716K | Buy |
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|
2020
Q3 | $624K | Buy |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.3M | Sell |
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|
2018
Q4 | $1.5M | Sell |
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|
2018
Q3 | $1.67M | Buy |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.3M | Buy |
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|
2017
Q4 | $1.27M | Buy |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $999K | Buy |
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|
2017
Q1 | $866K | Buy |
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|
2016
Q4 | $762K | Buy |
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|
2016
Q3 | $608K | Sell |
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|
2016
Q2 | $668K | Sell |
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|
2016
Q1 | $614K | Buy |
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