Advocate 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 |
-6,477
| Closed | -$3.39M | – | 123 |
|
|
2025
Q1 | $3.39M | Sell |
6,477
-1,581
| -20% | -$828K | 0.62% | 60 |
|
|
2024
Q4 | $4.08M | Sell |
8,058
-36
| -0.4% | -$18.2K | 0.77% | 53 |
|
|
2024
Q3 | $4.73M | Buy |
8,094
+194
| +2% | +$113K | 0.86% | 50 |
|
|
2024
Q2 | $4.02M | Buy |
7,900
+217
| +3% | +$111K | 0.81% | 54 |
|
|
2024
Q1 | $3.8M | Buy |
7,683
+120
| +2% | +$59.4K | 0.76% | 57 |
|
|
2023
Q4 | $3.98M | Buy |
7,563
+65
| +0.9% | +$34.2K | 0.85% | 53 |
|
|
2023
Q3 | $3.78M | Buy |
7,498
+197
| +3% | +$99.3K | 0.88% | 52 |
|
|
2023
Q2 | $3.51M | Buy |
7,301
+203
| +3% | +$97.6K | 0.77% | 53 |
|
|
2023
Q1 | $3.35M | Sell |
7,098
-27
| -0.4% | -$12.8K | 0.73% | 55 |
|
|
2022
Q4 | $3.78M | Buy |
7,125
+28
| +0.4% | +$14.8K | 0.81% | 52 |
|
|
2022
Q3 | $3.58M | Buy |
7,097
+68
| +1% | +$34.3K | 0.89% | 46 |
|
|
2022
Q2 | $3.61M | Buy |
+7,029
| New | +$3.61M | 0.84% | 47 |
|