Wealth Enhancement Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129M | Sell |
|
|||||
|
2025
Q1 | $268M | Sell |
|
|||||
|
2024
Q4 | $296M | Buy |
|
|||||
|
2024
Q3 | $224M | Sell |
|
|||||
|
2024
Q2 | $207M | Buy |
|
|||||
|
2024
Q1 | $200M | Buy |
|
|||||
|
2023
Q4 | $203M | Buy |
|
|||||
|
2023
Q3 | $182M | Buy |
|
|||||
|
2023
Q2 | $28.7M | Sell |
|
|||||
|
2023
Q1 | $28.2M | Buy |
|
|||||
|
2022
Q4 | $12.3M | Buy |
|
|||||
|
2022
Q3 | $338K | Sell |
|
|||||
|
2022
Q2 | $356K | Sell |
|
|||||
|
2022
Q1 | $864K | Sell |
|
|||||
|
2021
Q4 | $1.01M | Buy |
|
|||||
|
2021
Q3 | $885K | Sell |
|
|||||
|
2021
Q2 | $2.26M | Sell |
|
|||||
|
2021
Q1 | $2.5M | Sell |
|
|||||
|
2020
Q4 | $2.69M | Sell |
|
|||||
|
2020
Q3 | $4M | Buy |
|
|||||
|
2020
Q2 | $3.35M | Buy |
|
|||||
|
2020
Q1 | $554K | Sell |
|
|||||
|
2019
Q4 | $2.58M | Sell |
|
|||||
|
2019
Q3 | $2.05M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $929K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $1.2M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $983K | Sell |
|
|||||
|
2017
Q3 | $859K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $2.23M | Buy |
|