ACA
Affinity Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-575
| Closed | -$345K | – | 163 |
|
|
2025
Q1 | $345K | Buy |
575
+85
| +17% | +$51K | 0.07% | 110 |
|
|
2024
Q4 | $252K | Buy |
490
+17
| +4% | +$8.75K | 0.05% | 137 |
|
|
2024
Q3 | $277K | Hold |
473
| – | – | 0.05% | 128 |
|
|
2024
Q2 | $241K | Sell |
473
-9
| -2% | -$4.59K | 0.05% | 135 |
|
|
2024
Q1 | $238K | Sell |
482
-39
| -7% | -$19.3K | 0.05% | 135 |
|
|
2023
Q4 | $274K | Hold |
521
| – | – | 0.07% | 115 |
|
|
2023
Q3 | $263K | Buy |
521
+40
| +8% | +$20.2K | 0.07% | 107 |
|
|
2023
Q2 | $231K | Buy |
+481
| New | +$231K | 0.06% | 117 |
|