Wellspring Financial Advisors’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 | $354K | Sell |
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|
2025
Q1 | $661K | Sell |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $608K | Buy |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $221K | Buy |
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