AAMA
Advanced Asset Management Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,700
| Closed | -$10M | – | 87 |
|
|
2024
Q3 | $10M | Hold |
19,700
| – | – | 2.68% | 12 |
|
|
2024
Q2 | $10M | Hold |
19,700
| – | – | 2.67% | 12 |
|
|
2024
Q1 | $9.75M | Sell |
19,700
-40
| -0.2% | -$19.8K | 2.41% | 13 |
|
|
2023
Q4 | $10.4M | Hold |
19,740
| – | – | 2.47% | 10 |
|
|
2023
Q3 | $9.95M | Hold |
19,740
| – | – | 2.38% | 12 |
|
|
2023
Q2 | $9.49M | Hold |
19,740
| – | – | 2.2% | 14 |
|
|
2023
Q1 | $9.33M | Buy |
19,740
+85
| +0.4% | +$40.2K | 2.27% | 12 |
|
|
2022
Q4 | $10.4M | Hold |
19,655
| – | – | 2.61% | 7 |
|
|
2022
Q3 | $9.93M | Buy |
19,655
+85
| +0.4% | +$42.9K | 2.72% | 7 |
|
|
2022
Q2 | $10.1M | Hold |
19,570
| – | – | 2.58% | 7 |
|
|
2022
Q1 | $9.98M | Hold |
19,570
| – | – | 2.19% | 11 |
|
|
2021
Q4 | $9.83M | Buy |
19,570
+170
| +0.9% | +$85.4K | 2.04% | 12 |
|
|
2021
Q3 | $7.58M | Hold |
19,400
| – | – | 1.63% | 17 |
|
|
2021
Q2 | $7.77M | Hold |
19,400
| – | – | 1.64% | 17 |
|
|
2021
Q1 | $7.22M | Hold |
19,400
| – | – | 1.61% | 15 |
|
|
2020
Q4 | $6.8M | Hold |
19,400
| – | – | 1.59% | 18 |
|
|
2020
Q3 | $6.05M | Hold |
19,400
| – | – | 1.61% | 16 |
|
|
2020
Q2 | $5.72M | Hold |
19,400
| – | – | 1.68% | 16 |
|
|
2020
Q1 | $4.84M | Buy |
19,400
+9,000
| +87% | +$2.24M | 1.68% | 11 |
|
|
2019
Q4 | $3.06M | Hold |
10,400
| – | – | 0.92% | 34 |
|
|
2019
Q3 | $2.26M | Hold |
10,400
| – | – | 0.73% | 43 |
|
|
2019
Q2 | $2.54M | Buy |
10,400
+2,995
| +40% | +$731K | 0.88% | 32 |
|
|
2019
Q1 | $1.83M | Buy |
7,405
+5
| +0.1% | +$1.24K | 0.65% | 38 |
|
|
2018
Q4 | $1.84M | Hold |
7,400
| – | – | 0.59% | 43 |
|
|
2018
Q3 | $1.97M | Hold |
7,400
| – | – | 0.71% | 23 |
|
|
2018
Q2 | $1.82M | Hold |
7,400
| – | – | 0.59% | 36 |
|
|
2018
Q1 | $1.58M | Hold |
7,400
| – | – | 0.53% | 43 |
|
|
2017
Q4 | $1.63M | Buy |
+7,400
| New | +$1.63M | 0.54% | 44 |
|