Adero Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $770K | Buy |
1,470
+258
| +21% | +$135K | 0.05% | 99 |
|
|
2024
Q4 | $613K | Sell |
1,212
-17
| -1% | -$8.6K | 0.04% | 112 |
|
|
2024
Q3 | $719K | Buy |
1,229
+35
| +3% | +$20.5K | 0.05% | 101 |
|
|
2024
Q2 | $608K | Buy |
1,194
+146
| +14% | +$74.4K | 0.04% | 106 |
|
|
2024
Q1 | $519K | Sell |
1,048
-222
| -17% | -$110K | 0.04% | 111 |
|
|
2023
Q4 | $669K | Buy |
1,270
+256
| +25% | +$135K | 0.06% | 93 |
|
|
2023
Q3 | $511K | Buy |
1,014
+23
| +2% | +$11.6K | 0.05% | 100 |
|
|
2023
Q2 | $477K | Sell |
991
-80
| -7% | -$38.5K | 0.05% | 103 |
|
|
2023
Q1 | $506K | Buy |
1,071
+81
| +8% | +$38.3K | 0.06% | 100 |
|
|
2022
Q4 | $525K | Buy |
990
+54
| +6% | +$28.6K | 0.06% | 94 |
|
|
2022
Q3 | $507K | Buy |
936
+59
| +7% | +$32K | 0.06% | 92 |
|
|
2022
Q2 | $440K | Sell |
877
-45
| -5% | -$22.6K | 0.06% | 93 |
|
|
2022
Q1 | $470K | Sell |
922
-36
| -4% | -$18.4K | 0.07% | 90 |
|
|
2021
Q4 | $481K | Sell |
958
-195
| -17% | -$97.9K | 0.08% | 98 |
|
|
2021
Q3 | $451K | Buy |
1,153
+42
| +4% | +$16.4K | 0.08% | 93 |
|
|
2021
Q2 | $445K | Buy |
1,111
+116
| +12% | +$46.5K | 0.1% | 88 |
|
|
2021
Q1 | $370K | Buy |
995
+406
| +69% | +$151K | 0.17% | 82 |
|
|
2020
Q4 | $207K | Buy |
+589
| New | +$207K | 0.18% | 77 |
|