Warren Street Wealth Advisors’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 | $864K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $202K | Buy |
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