Advent Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 244 |
|
|
2020
Q3 | – | Sell |
-1,300
| Closed | -$383K | – | 185 |
|
|
2020
Q2 | $383K | Sell |
1,300
-1,200
| -48% | -$354K | 0.01% | 148 |
|
|
2020
Q1 | $623K | Buy |
+2,500
| New | +$623K | 0.01% | 172 |
|
|
2017
Q4 | – | Sell |
-3,926
| Closed | -$769K | – | 276 |
|
|
2017
Q3 | $769K | Sell |
3,926
-74
| -2% | -$14.5K | 0.01% | 183 |
|
|
2017
Q2 | $742K | Buy |
+4,000
| New | +$742K | 0.01% | 191 |
|