Wealth Management Associates’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 | $228K | Sell |
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|
2025
Q1 | $682K | Sell |
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|
2024
Q4 | $705K | Buy |
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|
2024
Q3 | $734K | Buy |
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|
2024
Q2 | $538K | Hold |
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|
2024
Q1 | $538K | Sell |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $993K | Sell |
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|
2021
Q1 | $997K | Sell |
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|
2020
Q4 | $945K | Hold |
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|
2020
Q3 | $841K | Sell |
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|
2020
Q2 | $798K | Buy |
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|
2020
Q1 | $649K | Buy |
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|
2019
Q4 | $747K | Hold |
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|
2019
Q3 | $552K | Buy |
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