Valtinson Bruner Financial Planning’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 | $607K | Buy |
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|
2025
Q2 | $545K | Sell |
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|
2025
Q1 | $917K | Buy |
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|
2024
Q4 | $874K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $943K | Sell |
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|
2024
Q1 | $958K | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $953K | Buy |
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|
2021
Q1 | $894K | Hold |
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|
2020
Q4 | $837K | Buy |
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|
2020
Q3 | $652K | Buy |
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|
2020
Q2 | $661K | Buy |
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|
2020
Q1 | $598K | Sell |
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|
2019
Q4 | $615K | Buy |
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|
2019
Q3 | $468K | Buy |
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|
2019
Q2 | $505K | Buy |
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|
2019
Q1 | $502K | Hold |
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|
2018
Q4 | $506K | Buy |
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