Wade Financial Advisory’s UnitedHealth UNH Stock Holding History

Wade Financial Advisory’s Portfolio UNH Stock Details UNH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$253K	Sell
2024 Q2	$225K	Buy
2024 Q1	–	Sell
2023 Q4	$233K	Sell
2023 Q3	$228K	Buy
2023 Q1	–	Sell
2022 Q4	$293K	Hold
2022 Q3	$279K	Hold
2022 Q2	$284K	Hold
2022 Q1	$282K	Buy