Ullmann Wealth Partners Group’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$320K	Sell	1,184 -8	-0.7%	-$2.38K	0.03%	121
2025 Q4	$407K	Buy	1,192 +12	+1%	+$4.07K	0.04%	111
2025 Q3	$408K	Buy	1,180 +216	+22%	+$65.3K	0.04%	112
2025 Q2	$301K	Sell	964 -261	-21%	-$99.8K	0.04%	117
2025 Q1	$642K	Sell	1,225 -190	-13%	-$97.1K	0.09%	76
2024 Q4	$716K	Buy	1,415 +91	+7%	+$51.7K	0.09%	75
2024 Q3	$774K	Buy	1,324 +117	+10%	+$66.2K	0.1%	69
2024 Q2	$615K	Buy	1,207 +150	+14%	+$73.5K	0.09%	66
2024 Q1	$523K	Sell	1,057 -101	-9%	-$51.3K	0.08%	68
2023 Q4	$610K	Buy	1,158 +252	+28%	+$134K	0.1%	58
2023 Q3	$457K	Buy	906 +118	+15%	+$58.1K	0.09%	62
2023 Q2	$379K	Buy	788 +56	+8%	+$27.4K	0.08%	70
2023 Q1	$346K	Buy	732 +64	+10%	+$30.9K	0.08%	64
2022 Q4	$354K	Sell	668 -50	-7%	-$26.5K	0.09%	57
2022 Q3	$363K	Hold	718	–	–	0.1%	55
2022 Q2	$369K	Hold	718	–	–	0.1%	59
2022 Q1	$366K	Hold	718	–	–	0.09%	59
2021 Q4	$361K	Buy	718 +15	+2%	+$6.79K	0.1%	62
2021 Q3	$275K	Buy	703 +116	+20%	+$48K	0.11%	67
2021 Q2	$235K	Hold	587	–	–	0.1%	72
2021 Q1	$218K	Sell	587 -5	-0.8%	-$1.73K	0.1%	76
2020 Q4	$208K	Sell	592 -95	-14%	-$31.8K	0.1%	67
2020 Q3	$214K	Hold	687	–	–	0.12%	65
2020 Q2	$203K	Sell	687 -428	-38%	-$123K	0.13%	65
2020 Q1	$278K	Buy	1,115 +79	+8%	+$21.7K	0.21%	41
2019 Q4	$304K	Sell	1,036 -35	-3%	-$9.16K	0.18%	46
2019 Q3	$233K	Buy	1,071 +36	+3%	+$8.69K	0.14%	59
2019 Q2	$252K	Sell	1,035 -111	-10%	-$26.7K	0.16%	57
2019 Q1	$283K	Buy	+1,146	New	+$292K	0.18%	50
2017 Q2	–	Sell	-46	Closed	-$7K	–	169
2017 Q1	$7K	Buy	+46	New	+$7.53K	0.01%	136