Wellington Shields & Co’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 | $323K | Buy |
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|
2025
Q2 | $113K | Buy |
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|
2025
Q1 | $155K | Buy |
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|
2024
Q4 | $122K | Buy |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $121K | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $201K | Buy |
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