Advisory Alpha’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
5,486
+931
| +20% | +$290K | 0.05% | 119 |
|
|
2025
Q1 | $2.39M | Buy |
4,555
+293
| +7% | +$153K | 0.08% | 101 |
|
|
2024
Q4 | $2.16M | Sell |
4,262
-18
| -0.4% | -$9.11K | 0.08% | 99 |
|
|
2024
Q3 | $2.5M | Sell |
4,280
-135
| -3% | -$79K | 0.09% | 90 |
|
|
2024
Q2 | $2.25M | Buy |
4,415
+320
| +8% | +$163K | 0.09% | 97 |
|
|
2024
Q1 | $2.03M | Buy |
4,095
+743
| +22% | +$368K | 0.08% | 111 |
|
|
2023
Q4 | $1.76M | Buy |
3,352
+614
| +22% | +$323K | 0.08% | 112 |
|
|
2023
Q3 | $1.38M | Buy |
2,738
+825
| +43% | +$416K | 0.07% | 117 |
|
|
2023
Q2 | $920K | Buy |
1,913
+403
| +27% | +$194K | 0.05% | 162 |
|
|
2023
Q1 | $713K | Sell |
1,510
-30
| -2% | -$14.2K | 0.05% | 143 |
|
|
2022
Q4 | $817K | Sell |
1,540
-196
| -11% | -$104K | 0.06% | 123 |
|
|
2022
Q3 | $877K | Sell |
1,736
-138
| -7% | -$69.7K | 0.07% | 111 |
|
|
2022
Q2 | $963K | Buy |
+1,874
| New | +$963K | 0.07% | 99 |
|
|
2021
Q2 | – | Sell |
-550
| Closed | -$205K | – | 218 |
|
|
2021
Q1 | $205K | Buy |
+550
| New | +$205K | 0.02% | 172 |
|