AIMZ Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
8,069
+2,491
| +45% | +$777K | 0.84% | 38 |
|
|
2025
Q1 | $2.92M | Buy |
5,578
+47
| +0.8% | +$24.6K | 1.02% | 34 |
|
|
2024
Q4 | $2.8M | Sell |
5,531
-100
| -2% | -$50.6K | 0.97% | 31 |
|
|
2024
Q3 | $3.29M | Sell |
5,631
-14
| -0.2% | -$8.19K | 1.12% | 29 |
|
|
2024
Q2 | $2.87M | Sell |
5,645
-14
| -0.2% | -$7.13K | 1.03% | 31 |
|
|
2024
Q1 | $2.8M | Sell |
5,659
-330
| -6% | -$163K | 1.04% | 33 |
|
|
2023
Q4 | $3.15M | Sell |
5,989
-54
| -0.9% | -$28.4K | 1.28% | 24 |
|
|
2023
Q3 | $3.05M | Hold |
6,043
| – | – | 1.36% | 23 |
|
|
2023
Q2 | $2.9M | Buy |
6,043
+1
| +0% | +$481 | 1.25% | 28 |
|
|
2023
Q1 | $2.86M | Sell |
6,042
-4
| -0.1% | -$1.89K | 1.28% | 26 |
|
|
2022
Q4 | $3.21M | Sell |
6,046
-310
| -5% | -$164K | 1.51% | 23 |
|
|
2022
Q3 | $3.21M | Sell |
6,356
-802
| -11% | -$405K | 1.62% | 19 |
|
|
2022
Q2 | $3.68M | Sell |
7,158
-71
| -1% | -$36.5K | 1.76% | 17 |
|
|
2022
Q1 | $3.69M | Sell |
7,229
-245
| -3% | -$125K | 1.52% | 19 |
|
|
2021
Q4 | $3.75M | Sell |
7,474
-4
| -0.1% | -$2.01K | 1.46% | 19 |
|
|
2021
Q3 | $2.92M | Sell |
7,478
-64
| -0.8% | -$25K | 1.32% | 26 |
|
|
2021
Q2 | $3.02M | Sell |
7,542
-14
| -0.2% | -$5.61K | 1.35% | 25 |
|
|
2021
Q1 | $2.81M | Sell |
7,556
-27
| -0.4% | -$10K | 1.38% | 25 |
|
|
2020
Q4 | $2.66M | Sell |
7,583
-134
| -2% | -$47K | 1.39% | 25 |
|
|
2020
Q3 | $2.41M | Sell |
7,717
-120
| -2% | -$37.4K | 1.44% | 25 |
|
|
2020
Q2 | $2.31M | Sell |
7,837
-24
| -0.3% | -$7.08K | 1.5% | 22 |
|
|
2020
Q1 | $1.96M | Buy |
7,861
+8
| +0.1% | +$2K | 1.52% | 25 |
|
|
2019
Q4 | $2.31M | Sell |
7,853
-17
| -0.2% | -$5K | 1.49% | 25 |
|
|
2019
Q3 | $1.71M | Sell |
7,870
-149
| -2% | -$32.4K | 1.18% | 30 |
|
|
2019
Q2 | $1.96M | Sell |
8,019
-24
| -0.3% | -$5.86K | 1.35% | 27 |
|
|
2019
Q1 | $1.99M | Sell |
8,043
-24
| -0.3% | -$5.94K | 1.37% | 27 |
|
|
2018
Q4 | $2.01M | Sell |
8,067
-150
| -2% | -$37.4K | 1.55% | 22 |
|
|
2018
Q3 | $2.19M | Sell |
8,217
-529
| -6% | -$141K | 1.41% | 26 |
|
|
2018
Q2 | $2.15M | Sell |
8,746
-225
| -3% | -$55.2K | 1.52% | 26 |
|
|
2018
Q1 | $1.92M | Sell |
8,971
-275
| -3% | -$58.9K | 1.39% | 25 |
|
|
2017
Q4 | $2.04M | Sell |
9,246
-189
| -2% | -$41.7K | 1.53% | 23 |
|
|
2017
Q3 | $1.85M | Buy |
9,435
+1
| +0% | +$196 | 1.51% | 21 |
|
|
2017
Q2 | $1.75M | Sell |
9,434
-24
| -0.3% | -$4.45K | 1.47% | 21 |
|
|
2017
Q1 | $1.55M | Sell |
9,458
-1,448
| -13% | -$237K | 1.31% | 25 |
|
|
2016
Q4 | $1.75M | Sell |
10,906
-49
| -0.4% | -$7.84K | 1.56% | 22 |
|
|
2016
Q3 | $1.53M | Buy |
10,955
+1
| +0% | +$140 | 1.37% | 27 |
|
|
2016
Q2 | $1.55M | Sell |
10,954
-12,193
| -53% | -$1.72M | 1.42% | 26 |
|
|
2016
Q1 | $2.86M | Buy |
23,147
+11,300
| +95% | +$1.39M | 1.26% | 26 |
|
|
2015
Q4 | $1.39M | Sell |
11,847
-99
| -0.8% | -$11.6K | 1.27% | 29 |
|
|
2015
Q3 | $1.39M | Buy |
11,946
+1
| +0% | +$116 | 1.27% | 30 |
|
|
2015
Q2 | $1.46M | Buy |
11,945
+1
| +0% | +$122 | 1.27% | 29 |
|
|
2015
Q1 | $1.41M | Sell |
11,944
-300
| -2% | -$35.5K | 1.21% | 28 |
|
|
2014
Q4 | $1.24M | Buy |
+12,244
| New | +$1.24M | 1.1% | 35 |
|