Winthrop Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $502K | Sell |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $621K | Sell |
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|
2024
Q4 | $658K | Buy |
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|
2024
Q3 | $742K | Sell |
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|
2024
Q2 | $674K | Buy |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $664K | Buy |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $474K | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $486K | Buy |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $470K | Buy |
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|
2020
Q4 | $405K | Buy |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $290K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $224K | Buy |
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