Addison 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 | $146K | Buy |
467
+12
| +3% | +$3.74K | 0.04% | 259 |
|
|
2025
Q1 | $238K | Hold |
455
| – | – | 0.07% | 178 |
|
|
2024
Q4 | $230K | Sell |
455
-25
| -5% | -$12.6K | 0.06% | 182 |
|
|
2024
Q3 | $281K | Buy |
480
+55
| +13% | +$32.2K | 0.08% | 167 |
|
|
2024
Q2 | $216K | Buy |
425
+62
| +17% | +$31.6K | 0.07% | 181 |
|
|
2024
Q1 | $180K | Sell |
363
-11
| -3% | -$5.44K | 0.06% | 202 |
|
|
2023
Q4 | $197K | Buy |
374
+70
| +23% | +$36.9K | 0.08% | 180 |
|
|
2023
Q3 | $153K | Buy |
304
+63
| +26% | +$31.8K | 0.07% | 185 |
|
|
2023
Q2 | $116K | Buy |
241
+20
| +9% | +$9.61K | 0.06% | 222 |
|
|
2023
Q1 | $104K | Sell |
221
-5
| -2% | -$2.36K | 0.06% | 220 |
|
|
2022
Q4 | $120K | Sell |
226
-27
| -11% | -$14.3K | 0.07% | 188 |
|
|
2022
Q3 | $128K | Buy |
253
+41
| +19% | +$20.7K | 0.08% | 164 |
|
|
2022
Q2 | $109K | Sell |
212
-67
| -24% | -$34.4K | 0.07% | 181 |
|
|
2022
Q1 | $142K | Buy |
279
+237
| +564% | +$121K | 0.08% | 170 |
|
|
2021
Q4 | $21K | Buy |
42
+36
| +600% | +$18K | 0.01% | 336 |
|
|
2021
Q3 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 390 |
|