Wealthspire Advisors (New York)’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 | $4.01M | Sell |
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|
2025
Q2 | $4.08M | Sell |
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|
2025
Q1 | $7.39M | Buy |
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|
2024
Q4 | $7.07M | Buy |
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|
2024
Q3 | $7.81M | Buy |
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|
2024
Q2 | $5.96M | Sell |
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|
2024
Q1 | $6.05M | Sell |
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|
2023
Q4 | $6.59M | Buy |
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|
2023
Q3 | $6.2M | Buy |
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|
2023
Q2 | $5.45M | Sell |
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|
2023
Q1 | $5.42M | Sell |
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|
2022
Q4 | $8.08M | Buy |
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|
2022
Q3 | $5.3M | Buy |
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|
2022
Q2 | $5.36M | Buy |
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|
2022
Q1 | $3.96M | Sell |
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|
2021
Q4 | $6.17M | Sell |
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|
2021
Q3 | $5.12M | Buy |
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|
2021
Q2 | $3.53M | Sell |
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|
2021
Q1 | $8.82M | Buy |
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|
2020
Q4 | $7.75M | Buy |
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|
2020
Q3 | $3.36M | Buy |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $5.78M | Buy |
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|
2019
Q4 | $952K | Buy |
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|
2019
Q3 | $570K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $186K | Buy |
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