WFA of San Diego’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 | $152K | Buy |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $240K | Buy |
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|
2023
Q3 | $35.8K | Sell |
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|
2023
Q2 | $38.9K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $41.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $41K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $350 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $242K | Buy |
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