West 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 | – | Sell |
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|
2025
Q1 | $28.8K | Hold |
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|
2024
Q4 | $27.8K | Hold |
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|
2024
Q3 | $32.2K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $176K | Hold |
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|
2021
Q2 | $180K | Hold |
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|
2021
Q1 | $167K | Hold |
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|
2020
Q4 | $158K | Buy |
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