WFA Asset 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
Q2 | $94.7K | Sell |
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|
2025
Q1 | $131K | Buy |
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|
2024
Q4 | $94.8K | Hold |
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|
2024
Q3 | $109K | Buy |
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|
2024
Q2 | $94.7K | Sell |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $97.1K | Sell |
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|
2023
Q3 | $94.7K | Buy |
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|
2023
Q2 | $88K | Buy |
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|
2023
Q1 | $86.2K | Hold |
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|
2022
Q4 | $96.3K | Sell |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $183K | Buy |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $178K | Buy |
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