Westshore Wealth’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 | $231K | Hold |
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|
2025
Q1 | $388K | Buy |
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|
2024
Q4 | $375K | Hold |
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|
2024
Q3 | $433K | Hold |
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|
2024
Q2 | $377K | Hold |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $379K | Hold |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $343K | Hold |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $879K | Buy |
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|
2021
Q1 | $742K | Buy |
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