Aaron Wealth Advisors’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 | $2.42M | Sell |
8,947
-1,339
| -13% | -$399K | 0.14% | 88 |
|
|
2025
Q4 | $3.4M | Buy |
10,286
+378
| +4% | +$128K | 0.19% | 73 |
|
|
2025
Q3 | $3.42M | Buy |
9,908
+6,794
| +218% | +$2.05M | 0.2% | 56 |
|
|
2025
Q2 | $971K | Sell |
3,114
-1,661
| -35% | -$635K | 0.1% | 135 |
|
|
2025
Q1 | $2.5M | Buy |
4,775
+307
| +7% | +$157K | 0.29% | 53 |
|
|
2024
Q4 | $2.26M | Buy |
4,468
+318
| +8% | +$181K | 0.26% | 56 |
|
|
2024
Q3 | $2.43M | Buy |
4,150
+661
| +19% | +$374K | 0.29% | 52 |
|
|
2024
Q2 | $1.78M | Sell |
3,489
-245
| -7% | -$120K | 0.25% | 59 |
|
|
2024
Q1 | $1.85M | Buy |
3,734
+1,022
| +38% | +$520K | 0.26% | 57 |
|
|
2023
Q4 | $1.43M | Buy |
2,712
+324
| +14% | +$173K | 0.24% | 58 |
|
|
2023
Q3 | $1.2M | Sell |
2,388
-141
| -6% | -$69.4K | 0.16% | 82 |
|
|
2023
Q2 | $1.22M | Buy |
2,529
+127
| +5% | +$62.1K | 0.16% | 86 |
|
|
2023
Q1 | $1.14M | Buy |
2,402
+295
| +14% | +$142K | 0.16% | 89 |
|
|
2022
Q4 | $1.12M | Sell |
2,107
-49
| -2% | -$26K | 0.16% | 90 |
|
|
2022
Q3 | $1.09M | Buy |
2,156
+357
| +20% | +$188K | 0.2% | 73 |
|
|
2022
Q2 | $924K | Sell |
1,799
-803,953
| -100% | -$404M | 0.23% | 66 |
|
|
2022
Q1 | $1.58M | Buy |
805,752
+803,958
| +44,814% | +$388M | 0.02% | 273 |
|
|
2021
Q4 | $900K | Buy |
1,794
+242
| +16% | +$110K | 0.25% | 60 |
|
|
2021
Q3 | $606K | Buy |
1,552
+7
| +0.5% | +$2.9K | 0.17% | 76 |
|
|
2021
Q2 | $618K | Buy |
1,545
+71
| +5% | +$28.3K | 0.2% | 74 |
|
|
2021
Q1 | $548K | Sell |
1,474
-25
| -2% | -$8.66K | 0.2% | 79 |
|
|
2020
Q4 | $525K | Buy |
+1,499
| New | +$502K | 0.19% | 73 |
|
Other funds holding UNH
VCM
VPM
