Walkner Condon Financial Advisors’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 | – | Sell |
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|
2025
Q4 | $342K | Sell |
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|
2025
Q3 | $364K | Buy |
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|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $492K | Buy |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $206K | Buy |
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