Williams Jones Wealth 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 | $3.58M | Sell |
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|
2025
Q1 | $20.9M | Sell |
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|
2024
Q4 | $27.2M | Buy |
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|
2024
Q3 | $30.4M | Sell |
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|
2024
Q2 | $26.8M | Sell |
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|
2024
Q1 | $31.2M | Sell |
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|
2023
Q4 | $36.2M | Buy |
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|
2023
Q3 | $34.3M | Sell |
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|
2023
Q2 | $33.5M | Sell |
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|
2023
Q1 | $33.6M | Buy |
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|
2022
Q4 | $36.6M | Buy |
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|
2022
Q3 | $34.6M | Sell |
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|
2022
Q2 | $36.4M | Buy |
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|
2022
Q1 | $31.8M | Buy |
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|
2021
Q4 | $30.8M | Sell |
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|
2021
Q3 | $24M | Buy |
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|
2021
Q2 | $24.3M | Buy |
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|
2021
Q1 | $21.7M | Buy |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $10.3M | Buy |
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|
2020
Q2 | $8.2M | Buy |
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|
2020
Q1 | $3.85M | Sell |
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|
2019
Q4 | $4.99M | Sell |
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|
2019
Q3 | $3.81M | Buy |
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