Waldron Private Wealth’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 | $416K | Buy |
|
|||||
|
2025
Q2 | $295K | Sell |
|
|||||
|
2025
Q1 | $607K | Sell |
|
|||||
|
2024
Q4 | $6.09M | Buy |
|
|||||
|
2024
Q3 | $6.95M | Buy |
|
|||||
|
2024
Q2 | $5.92M | Buy |
|
|||||
|
2024
Q1 | $5.74M | Sell |
|
|||||
|
2023
Q4 | $6.61M | Buy |
|
|||||
|
2023
Q3 | $5.91M | Buy |
|
|||||
|
2023
Q2 | $5.33M | Sell |
|
|||||
|
2023
Q1 | $6.12M | Buy |
|
|||||
|
2022
Q4 | $6.38M | Hold |
|
|||||
|
2022
Q3 | $6.38M | Buy |
|
|||||
|
2022
Q2 | $6.39M | Buy |
|
|||||
|
2022
Q1 | $5.32M | Sell |
|
|||||
|
2021
Q4 | $5.32M | Sell |
|
|||||
|
2021
Q3 | $4.14M | Buy |
|
|||||
|
2021
Q2 | $3.69M | Sell |
|
|||||
|
2021
Q1 | $3.46M | Buy |
|
|||||
|
2020
Q4 | $3.15M | Sell |
|
|||||
|
2020
Q3 | $2.82M | Buy |
|
|||||
|
2020
Q2 | $2.56M | Sell |
|
|||||
|
2020
Q1 | $2.18M | Sell |
|
|||||
|
2019
Q4 | $2.58M | Buy |
|
|||||
|
2019
Q3 | $1.65M | Buy |
|
|||||
|
2019
Q2 | $926K | Sell |
|
|||||
|
2019
Q1 | $1.03M | Sell |
|
|||||
|
2018
Q4 | $1.13M | Buy |
|
|||||
|
2018
Q3 | $868K | Buy |
|
|||||
|
2018
Q2 | $782K | Hold |
|
|||||
|
2018
Q1 | $682K | Sell |
|
|||||
|
2017
Q4 | $709K | Buy |
|
|||||
|
2017
Q3 | $604K | Buy |
|
|||||
|
2017
Q2 | $409K | Sell |
|
|||||
|
2017
Q1 | $944K | Buy |
|
|||||
|
2016
Q4 | $364K | Buy |
|
|||||
|
2016
Q3 | $206K | Sell |
|
|||||
|
2016
Q2 | $258K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $349K | Buy |
|
|||||
|
2015
Q2 | $311K | Buy |
|
|||||
|
2015
Q1 | $266K | Buy |
|
|||||
|
2014
Q4 | $214K | Buy |
|