Winthrop Partners - WNY’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$476K Sell
2025
Q4
$613K Buy
2019
Q3
$207K Hold
2019
Q2
$232K Hold
2019
Q1
$234K Sell
2018
Q4
$272K Sell
2018
Q3
$301K Sell
2018
Q2
$312K Hold
2018
Q1
$283K Hold
2017
Q4
$286K Buy