Werba Rubin Papier Wealth Management’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 | $286K | Buy |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $522K | Sell |
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|
2024
Q3 | $667K | Buy |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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