Advisornet Financial’s UnitedHealth UNH Stock Holding History

Advisornet Financial’s Portfolio UNH Stock Details UNH Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.67M	Buy	11,761 +421	+4%	+$131K	0.24%	85
2025 Q1	$5.94M	Buy	11,340 +3,917	+53%	+$2.05M	0.44%	46
2024 Q4	$3.75M	Sell	7,423 -169	-2%	-$85.5K	0.31%	72
2024 Q3	$4.44M	Buy	7,592 +977	+15%	+$571K	0.33%	72
2024 Q2	$3.37M	Buy	6,615 +648	+11%	+$330K	0.31%	84
2024 Q1	$2.95M	Sell	5,967 -144	-2%	-$71.2K	0.28%	83
2023 Q4	$3.22M	Buy	6,111 +189	+3%	+$99.5K	0.3%	81
2023 Q3	$2.99M	Sell	5,922 -2,769	-32%	-$1.4M	0.27%	89
2023 Q2	$4.18M	Buy	8,691 +251	+3%	+$121K	0.36%	73
2023 Q1	$3.99M	Buy	8,440 +403	+5%	+$190K	0.36%	70
2022 Q4	$4.26M	Sell	8,037 -5,944	-43%	-$3.15M	0.42%	55
2022 Q3	$7.06M	Sell	13,981 -214	-2%	-$108K	0.7%	28
2022 Q2	$7.29M	Sell	14,195 -4,020	-22%	-$2.06M	0.72%	29
2022 Q1	$9.29M	Buy	18,215 +56	+0.3%	+$28.6K	0.58%	34
2021 Q4	$9.12M	Sell	18,159 -77	-0.4%	-$38.7K	0.56%	33
2021 Q3	$7.13M	Sell	18,236 -17,848	-49%	-$6.97M	0.5%	43
2021 Q2	$14.5M	Buy	36,084 +12,369	+52%	+$4.95M	0.96%	12
2021 Q1	$8.82M	Buy	23,715 +570	+2%	+$212K	0.63%	28
2020 Q4	$8.12M	Sell	23,145 -3,010	-12%	-$1.06M	0.66%	25
2020 Q3	$8.15M	Sell	26,155 -414	-2%	-$129K	0.7%	22
2020 Q2	$7.84M	Buy	26,569 +106	+0.4%	+$31.3K	0.63%	31
2020 Q1	$6.6M	Buy	26,463 +1,956	+8%	+$488K	0.61%	36
2019 Q4	$7.21M	Sell	24,507 -18,739	-43%	-$5.51M	0.61%	31
2019 Q3	$9.4M	Buy	43,246 +21,334	+97%	+$4.64M	0.86%	19
2019 Q2	$5.35M	Buy	21,912 +3,001	+16%	+$732K	0.59%	31
2019 Q1	$4.68M	Buy	18,911 +231	+1%	+$57.1K	0.57%	33
2018 Q4	$4.65M	Buy	18,680 +979	+6%	+$244K	0.64%	27
2018 Q3	$4.71M	Buy	17,701 +219	+1%	+$58.3K	0.59%	27
2018 Q2	$4.29M	Buy	17,482 +117	+0.7%	+$28.7K	0.58%	28
2018 Q1	$3.72M	Buy	17,365 +614	+4%	+$131K	0.51%	34
2017 Q4	$3.69M	Buy	+16,751	New	+$3.69M	0.56%	33