AJ 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 | $223K | Buy |
714
+6
| +0.8% | +$1.87K | 0.1% | 36 |
|
|
2025
Q1 | $371K | Buy |
708
+48
| +7% | +$25.2K | 0.19% | 27 |
|
|
2024
Q4 | $334K | Buy |
660
+27
| +4% | +$13.7K | 0.17% | 27 |
|
|
2024
Q3 | $370K | Buy |
633
+37
| +6% | +$21.6K | 0.19% | 28 |
|
|
2024
Q2 | $304K | Buy |
596
+83
| +16% | +$42.3K | 0.17% | 30 |
|
|
2024
Q1 | $254K | Sell |
513
-118
| -19% | -$58.4K | 0.14% | 41 |
|
|
2023
Q4 | $332K | Buy |
631
+225
| +55% | +$118K | 0.2% | 30 |
|
|
2023
Q3 | $205K | Buy |
+406
| New | +$205K | 0.15% | 35 |
|
|
2023
Q1 | – | Sell |
-496
| Closed | -$263K | – | 40 |
|
|
2022
Q4 | $263K | Buy |
+496
| New | +$263K | 0.21% | 31 |
|