AAM
Advisors Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
37,505
+45
| +0.1% | +$14K | 0.21% | 101 |
|
|
2025
Q1 | $19.6M | Sell |
37,460
-2,269
| -6% | -$1.19M | 0.37% | 38 |
|
|
2024
Q4 | $20.1M | Sell |
39,729
-1,365
| -3% | -$690K | 0.37% | 41 |
|
|
2024
Q3 | $24M | Sell |
41,094
-805
| -2% | -$471K | 0.44% | 34 |
|
|
2024
Q2 | $21.3M | Buy |
41,899
+153
| +0.4% | +$77.9K | 0.42% | 34 |
|
|
2024
Q1 | $20.7M | Buy |
41,746
+4,538
| +12% | +$2.24M | 0.4% | 37 |
|
|
2023
Q4 | $19.6M | Sell |
37,208
-1,754
| -5% | -$923K | 0.4% | 42 |
|
|
2023
Q3 | $19.6M | Sell |
38,962
-808
| -2% | -$407K | 0.42% | 40 |
|
|
2023
Q2 | $19.1M | Buy |
39,770
+175
| +0.4% | +$84.1K | 0.39% | 46 |
|
|
2023
Q1 | $18.7M | Sell |
39,595
-1,344
| -3% | -$635K | 0.38% | 46 |
|
|
2022
Q4 | $21.7M | Sell |
40,939
-954
| -2% | -$506K | 0.45% | 41 |
|
|
2022
Q3 | $21.2M | Buy |
41,893
+949
| +2% | +$479K | 0.44% | 39 |
|
|
2022
Q2 | $21M | Sell |
40,944
-245
| -0.6% | -$126K | 0.4% | 44 |
|
|
2022
Q1 | $21M | Buy |
41,189
+640
| +2% | +$326K | 0.32% | 55 |
|
|
2021
Q4 | $20.4M | Buy |
40,549
+2,736
| +7% | +$1.37M | 0.29% | 64 |
|
|
2021
Q3 | $14.8M | Sell |
37,813
-12,468
| -25% | -$4.87M | 0.22% | 84 |
|
|
2021
Q2 | $20.1M | Sell |
50,281
-3,095
| -6% | -$1.24M | 0.3% | 61 |
|
|
2021
Q1 | $19.9M | Sell |
53,376
-2,654
| -5% | -$987K | 0.31% | 55 |
|
|
2020
Q4 | $19.6M | Sell |
56,030
-4,702
| -8% | -$1.65M | 0.33% | 47 |
|
|
2020
Q3 | $18.9M | Buy |
60,732
+264
| +0.4% | +$82.3K | 0.35% | 47 |
|
|
2020
Q2 | $17.8M | Buy |
60,468
+915
| +2% | +$270K | 0.35% | 49 |
|
|
2020
Q1 | $14.9M | Sell |
59,553
-1,075
| -2% | -$268K | 0.35% | 54 |
|
|
2019
Q4 | $17.8M | Sell |
60,628
-5,991
| -9% | -$1.76M | 0.31% | 69 |
|
|
2019
Q3 | $14.5M | Sell |
66,619
-7,947
| -11% | -$1.73M | 0.27% | 79 |
|
|
2019
Q2 | $18.2M | Sell |
74,566
-6,649
| -8% | -$1.62M | 0.33% | 65 |
|
|
2019
Q1 | $20.1M | Sell |
81,215
-2,253
| -3% | -$557K | 0.36% | 56 |
|
|
2018
Q4 | $20.8M | Sell |
83,468
-3,661
| -4% | -$912K | 0.42% | 43 |
|
|
2018
Q3 | $23.2M | Buy |
87,129
+2,624
| +3% | +$698K | 0.38% | 48 |
|
|
2018
Q2 | $20.7M | Sell |
84,505
-2,938
| -3% | -$721K | 0.35% | 59 |
|
|
2018
Q1 | $19.7M | Sell |
87,443
-8,741
| -9% | -$1.97M | 0.33% | 61 |
|
|
2017
Q4 | $21.2M | Sell |
96,184
-3,272
| -3% | -$721K | 0.35% | 62 |
|
|
2017
Q3 | $19.5M | Sell |
99,456
-10,643
| -10% | -$2.08M | 0.33% | 66 |
|
|
2017
Q2 | $20.4M | Sell |
110,099
-7,944
| -7% | -$1.47M | 0.34% | 59 |
|
|
2017
Q1 | $19.4M | Sell |
118,043
-11,853
| -9% | -$1.94M | 0.32% | 63 |
|
|
2016
Q4 | $20.8M | Sell |
129,896
-11,059
| -8% | -$1.77M | 0.35% | 54 |
|
|
2016
Q3 | $19.7M | Buy |
140,955
+1,719
| +1% | +$241K | 0.32% | 62 |
|
|
2016
Q2 | $19.7M | Buy |
139,236
+12,791
| +10% | +$1.81M | 0.32% | 57 |
|
|
2016
Q1 | $16.3M | Buy |
126,445
+29,460
| +30% | +$3.8M | 0.27% | 83 |
|
|
2015
Q4 | $11.4M | Buy |
96,985
+49,719
| +105% | +$5.85M | 0.18% | 151 |
|
|
2015
Q3 | $5.48M | Buy |
47,266
+30,839
| +188% | +$3.58M | 0.09% | 313 |
|
|
2015
Q2 | $2M | Buy |
16,427
+5,903
| +56% | +$720K | 0.03% | 667 |
|
|
2015
Q1 | $1.25M | Sell |
10,524
-2,318
| -18% | -$274K | 0.02% | 806 |
|
|
2014
Q4 | $1.3M | Sell |
12,842
-3,521
| -22% | -$356K | 0.02% | 771 |
|
|
2014
Q3 | $1.41M | Sell |
16,363
-1,343
| -8% | -$116K | 0.02% | 719 |
|
|
2014
Q2 | $1.45M | Sell |
17,706
-1,308
| -7% | -$107K | 0.02% | 709 |
|
|
2014
Q1 | $1.56M | Sell |
19,014
-3,882
| -17% | -$318K | 0.02% | 632 |
|
|
2013
Q4 | $1.72M | Buy |
22,896
+1,704
| +8% | +$128K | 0.03% | 555 |
|
|
2013
Q3 | $1.52M | Buy |
21,192
+969
| +5% | +$69.4K | 0.03% | 540 |
|
|
2013
Q2 | $1.32M | Buy |
+20,223
| New | +$1.32M | 0.03% | 571 |
|