Valley Wealth Managers’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 | – | Sell |
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|
2025
Q2 | $2.81K | Sell |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $627K | Sell |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $556K | Buy |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $698K | Sell |
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|
2022
Q4 | $885K | Sell |
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|
2022
Q3 | $944K | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $914K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $987K | Sell |
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|
2020
Q4 | $977K | Sell |
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|
2020
Q3 | $891K | Sell |
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|
2020
Q2 | $861K | Sell |
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|
2020
Q1 | $793K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $751K | Sell |
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|
2019
Q2 | $896K | Buy |
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|
2019
Q1 | $800K | Sell |
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $922K | Sell |
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|
2018
Q1 | $810K | Sell |
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|
2017
Q4 | $937K | Sell |
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|
2017
Q3 | $854K | Sell |
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|
2017
Q2 | $818K | Buy |
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|
2017
Q1 | $667K | Buy |
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|
2016
Q4 | $260K | Sell |
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|
2016
Q3 | $279K | Buy |
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|
2016
Q2 | $251K | Sell |
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|
2016
Q1 | $241K | Buy |
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