Advisory Resource Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,840
| Closed | -$5.15M | – | 179 |
|
|
2025
Q1 | $5.15M | Buy |
9,840
+9,400
| +2,136% | +$4.92M | 1.05% | 26 |
|
|
2024
Q4 | $223K | Buy |
440
+17
| +4% | +$8.6K | 0.05% | 152 |
|
|
2024
Q3 | $247K | Hold |
423
| – | – | 0.05% | 149 |
|
|
2024
Q2 | $215K | Hold |
423
| – | – | 0.05% | 150 |
|
|
2024
Q1 | $209K | Buy |
+423
| New | +$209K | 0.05% | 155 |
|
|
2020
Q1 | – | Sell |
-4,835
| Closed | -$1.42M | – | 78 |
|
|
2019
Q4 | $1.42M | Buy |
4,835
+74
| +2% | +$21.7K | 0.8% | 23 |
|
|
2019
Q3 | $1.04M | Sell |
4,761
-1
| -0% | -$217 | 0.56% | 35 |
|
|
2019
Q2 | $1.16M | Buy |
4,762
+253
| +6% | +$61.7K | 0.64% | 33 |
|
|
2019
Q1 | $1.09M | Buy |
+4,509
| New | +$1.09M | 0.61% | 29 |
|