ARC
Advisor Resource Council’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,327
| Closed | -$1.16M | – | 544 |
|
|
2025
Q1 | $1.16M | Buy |
+2,327
| New | +$1.16M | 0.09% | 219 |
|
|
2024
Q4 | – | Sell |
-527
| Closed | -$308K | – | 248 |
|
|
2024
Q3 | $308K | Buy |
+527
| New | +$308K | 0.14% | 171 |
|
|
2024
Q2 | – | Sell |
-1,584
| Closed | -$834K | – | 207 |
|
|
2024
Q1 | $834K | Sell |
1,584
-2,975
| -65% | -$1.57M | 0.35% | 69 |
|
|
2023
Q4 | $2.4M | Buy |
4,559
+3,721
| +444% | +$1.96M | 0.28% | 84 |
|
|
2023
Q3 | $423K | Sell |
838
-66
| -7% | -$33.3K | 0.22% | 80 |
|
|
2023
Q2 | $434K | Sell |
904
-4,073
| -82% | -$1.96M | 0.2% | 87 |
|
|
2023
Q1 | $2.59M | Buy |
4,977
+3,793
| +320% | +$1.98M | 0.65% | 31 |
|
|
2022
Q4 | $628K | Buy |
1,184
+6
| +0.5% | +$3.18K | 0.3% | 66 |
|
|
2022
Q3 | $595K | Sell |
1,178
-7,090
| -86% | -$3.58M | 0.4% | 65 |
|
|
2022
Q2 | $4.25M | Buy |
8,268
+5,497
| +198% | +$2.82M | 0.39% | 55 |
|
|
2022
Q1 | $1.41M | Buy |
2,771
+199
| +8% | +$101K | 0.42% | 66 |
|
|
2021
Q4 | $1.29M | Buy |
2,572
+2,018
| +364% | +$1.01M | 0.1% | 200 |
|
|
2021
Q3 | $216K | Sell |
554
-1,460
| -72% | -$569K | 0.07% | 200 |
|
|
2021
Q2 | $806K | Buy |
+2,014
| New | +$806K | 0.08% | 233 |
|