Western Financial Corp’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$992K Sell
2023
Q4
$1.34M Buy
2023
Q3
$860K Sell
2023
Q2
$885K Sell
2023
Q1
$877K Sell
2022
Q4
$1.26M Buy
2022
Q3
$1.03M Buy
2022
Q2
$332K Buy
2022
Q1
$214K Buy
2021
Q1
Sell
2020
Q4
$608K Buy