Tyler-Stone 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
Q2 | $315K | Sell |
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|
2025
Q1 | $652K | Sell |
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|
2024
Q4 | $691K | Buy |
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|
2024
Q3 | $748K | Buy |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2022
Q4 | $277K | Hold |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $330K | Buy |
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