Wiser Advisor 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
Q2
Sell
2025
Q1
$94.8K Buy
2024
Q4
$91.1K Buy
2024
Q3
$105K Hold
2024
Q2
$91K Buy
2024
Q1
$88K Hold
2023
Q4
$93.3K Buy