ARIS
Advanced Research Investment Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-523
| Closed | -$251K | – | 34 |
|
|
2023
Q2 | $251K | Buy |
+523
| New | +$251K | 0.14% | 29 |
|
|
2022
Q4 | – | Sell |
-505
| Closed | -$255K | – | 142 |
|
|
2022
Q3 | $255K | Buy |
505
+330
| +189% | +$167K | 0.16% | 24 |
|
|
2022
Q2 | $90K | Sell |
175
-309
| -64% | -$159K | 0.05% | 36 |
|
|
2022
Q1 | $247K | Buy |
484
+126
| +35% | +$64.3K | 0.1% | 33 |
|
|
2021
Q4 | $179K | Hold |
358
| – | – | 0.07% | 53 |
|
|
2021
Q3 | $140K | Buy |
358
+309
| +631% | +$121K | 0.07% | 37 |
|
|
2021
Q2 | $20K | Hold |
49
| – | – | 0.02% | 41 |
|
|
2021
Q1 | $18K | Hold |
49
| – | – | 0.02% | 36 |
|
|
2020
Q4 | $17K | Buy |
49
+5
| +11% | +$1.74K | 0.03% | 32 |
|
|
2020
Q3 | $14K | Hold |
44
| – | – | 0.03% | 18 |
|
|
2020
Q2 | $13K | Hold |
44
| – | – | 0.03% | 14 |
|
|
2020
Q1 | $11K | Hold |
44
| – | – | 0.03% | 14 |
|
|
2019
Q4 | $12.9K | Buy |
+44
| New | +$12.9K | 0.1% | 15 |
|