AA Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
2,205
+367
| +20% | +$114K | 0.15% | 89 |
|
|
2025
Q1 | $963K | Sell |
1,838
-35
| -2% | -$18.3K | 0.23% | 71 |
|
|
2024
Q4 | $947K | Buy |
1,873
+147
| +9% | +$74.4K | 0.25% | 70 |
|
|
2024
Q3 | $1.01M | Buy |
1,726
+82
| +5% | +$47.9K | 0.29% | 68 |
|
|
2024
Q2 | $837K | Sell |
1,644
-464
| -22% | -$236K | 0.3% | 71 |
|
|
2024
Q1 | $1.04M | Buy |
+2,108
| New | +$1.04M | 0.42% | 60 |
|