AFAS
Acorn Financial Advisory Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
704
+78
| +12% | +$24.3K | 0.04% | 182 |
|
|
2025
Q1 | $328K | Sell |
626
-122
| -16% | -$63.9K | 0.06% | 136 |
|
|
2024
Q4 | $379K | Sell |
748
-187
| -20% | -$94.6K | 0.06% | 141 |
|
|
2024
Q3 | $547K | Buy |
935
+449
| +92% | +$263K | 0.1% | 99 |
|
|
2024
Q2 | $247K | Buy |
486
+34
| +8% | +$17.3K | 0.05% | 177 |
|
|
2024
Q1 | $224K | Sell |
452
-5
| -1% | -$2.47K | 0.04% | 191 |
|
|
2023
Q4 | $241K | Hold |
457
| – | – | 0.04% | 220 |
|
|
2023
Q3 | $231K | Sell |
457
-16
| -3% | -$8.07K | 0.04% | 222 |
|
|
2023
Q2 | $227K | Buy |
473
+8
| +2% | +$3.85K | 0.04% | 228 |
|
|
2023
Q1 | $220K | Buy |
465
+4
| +0.9% | +$1.89K | 0.04% | 212 |
|
|
2022
Q4 | $244K | Buy |
461
+19
| +4% | +$10.1K | 0.05% | 189 |
|
|
2022
Q3 | $223K | Sell |
442
-59
| -12% | -$29.8K | 0.05% | 191 |
|
|
2022
Q2 | $257K | Buy |
501
+51
| +11% | +$26.2K | 0.06% | 178 |
|
|
2022
Q1 | $230K | Hold |
450
| – | – | 0.05% | 205 |
|
|
2021
Q4 | $226K | Buy |
+450
| New | +$226K | 0.05% | 202 |
|
|
2021
Q3 | – | Sell |
-665
| Closed | -$266K | – | 239 |
|
|
2021
Q2 | $266K | Buy |
665
+32
| +5% | +$12.8K | 0.08% | 206 |
|
|
2021
Q1 | $236K | Sell |
633
-7
| -1% | -$2.61K | 0.09% | 186 |
|
|
2020
Q4 | $225K | Buy |
+640
| New | +$225K | 0.09% | 205 |
|