Wealth Dimensions Group’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 | $244K | Sell |
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|
2025
Q2 | $236K | Buy |
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|
2025
Q1 | $387K | Buy |
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|
2024
Q4 | $369K | Buy |
|
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|
2024
Q3 | $376K | Buy |
|
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|
2024
Q2 | $325K | Buy |
|
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|
2024
Q1 | $313K | Sell |
|
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|
2023
Q4 | $369K | Sell |
|
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | $312K | Buy |
|
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|
2023
Q1 | $253K | Sell |
|
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|
2022
Q4 | $473K | Buy |
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|
2022
Q3 | $435K | Sell |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $438K | Sell |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $294K | Buy |
|