World Investment Advisors’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 | $16.9M | Sell |
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|
2025
Q2 | $15.7M | Buy |
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|
2025
Q1 | $24.8M | Buy |
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|
2024
Q4 | $22.7M | Buy |
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|
2024
Q3 | $24.3M | Buy |
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|
2024
Q2 | $6.24M | Buy |
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|
2024
Q1 | $3.5M | Sell |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $216K | Buy |
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