Wealth Management Partners’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 | $532K | Sell |
|
|||||
|
2025
Q2 | $985K | Buy |
|
|||||
|
2025
Q1 | $1.17M | Sell |
|
|||||
|
2024
Q4 | $1.41M | Sell |
|
|||||
|
2024
Q3 | $1.7M | Sell |
|
|||||
|
2024
Q2 | $1.5M | Sell |
|
|||||
|
2024
Q1 | $1.48M | Buy |
|
|||||
|
2023
Q4 | $1.51M | Buy |
|
|||||
|
2023
Q3 | $1.44M | Buy |
|
|||||
|
2023
Q2 | $1.25M | Buy |
|
|||||
|
2023
Q1 | $1.15M | Buy |
|
|||||
|
2022
Q4 | $1.22M | Hold |
|
|||||
|
2022
Q3 | $1.12M | Hold |
|
|||||
|
2022
Q2 | $1.13M | Hold |
|
|||||
|
2022
Q1 | $1.08M | Hold |
|
|||||
|
2021
Q4 | $977K | Buy |
|
|||||
|
2021
Q3 | $749K | Sell |
|
|||||
|
2021
Q2 | $808K | Buy |
|
|||||
|
2021
Q1 | $707K | Sell |
|
|||||
|
2020
Q4 | $685K | Buy |
|