AFG
Albion Financial Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Sell |
519
-34,034
| -98% | -$10.6M | 0.01% | 177 |
|
|
2025
Q1 | $18.1M | Sell |
34,553
-280
| -0.8% | -$147K | 1.28% | 23 |
|
|
2024
Q4 | $17.6M | Sell |
34,833
-1,174
| -3% | -$594K | 1.21% | 24 |
|
|
2024
Q3 | $21.1M | Buy |
36,007
+697
| +2% | +$408K | 1.46% | 20 |
|
|
2024
Q2 | $18M | Sell |
35,310
-378
| -1% | -$192K | 1.35% | 20 |
|
|
2024
Q1 | $17.7M | Sell |
35,688
-834
| -2% | -$413K | 1.36% | 22 |
|
|
2023
Q4 | $19.2M | Buy |
36,522
+51
| +0.1% | +$26.9K | 1.58% | 16 |
|
|
2023
Q3 | $18.4M | Sell |
36,471
-498
| -1% | -$251K | 1.7% | 15 |
|
|
2023
Q2 | $17.8M | Sell |
36,969
-666
| -2% | -$320K | 1.56% | 16 |
|
|
2023
Q1 | $17.8M | Sell |
37,635
-1,010
| -3% | -$477K | 1.63% | 14 |
|
|
2022
Q4 | $20.5M | Buy |
38,645
+104
| +0.3% | +$55.1K | 1.98% | 14 |
|
|
2022
Q3 | $19.5M | Sell |
38,541
-172
| -0.4% | -$86.9K | 2.01% | 11 |
|
|
2022
Q2 | $19.9M | Buy |
38,713
+1,518
| +4% | +$780K | 1.97% | 11 |
|
|
2022
Q1 | $19M | Buy |
37,195
+719
| +2% | +$367K | 1.61% | 14 |
|
|
2021
Q4 | $18.3M | Buy |
36,476
+6
| +0% | +$3.01K | 1.45% | 20 |
|
|
2021
Q3 | $14.3M | Buy |
36,470
+122
| +0.3% | +$47.7K | 1.25% | 24 |
|
|
2021
Q2 | $14.6M | Buy |
+36,348
| New | +$14.6M | 1.26% | 23 |
|
|
2020
Q4 | $12.4M | Buy |
35,443
+2,400
| +7% | +$842K | 1.22% | 24 |
|
|
2020
Q3 | $10.3M | Buy |
33,043
+906
| +3% | +$282K | 1.12% | 25 |
|
|
2020
Q2 | $9.48M | Buy |
32,137
+1,869
| +6% | +$551K | 1.12% | 25 |
|
|
2020
Q1 | $7.55M | Buy |
30,268
+2,672
| +10% | +$666K | 1.1% | 25 |
|
|
2019
Q4 | $8.11M | Buy |
27,596
+671
| +2% | +$197K | 0.96% | 28 |
|
|
2019
Q3 | $5.85M | Buy |
26,925
+1,860
| +7% | +$404K | 0.75% | 32 |
|
|
2019
Q2 | $6.12M | Buy |
25,065
+1,772
| +8% | +$432K | 0.79% | 31 |
|
|
2019
Q1 | $5.76M | Buy |
23,293
+1,990
| +9% | +$492K | 0.78% | 31 |
|
|
2018
Q4 | $5.31M | Buy |
21,303
+1,172
| +6% | +$292K | 0.83% | 32 |
|
|
2018
Q3 | $5.36M | Buy |
20,131
+2,189
| +12% | +$582K | 0.72% | 31 |
|
|
2018
Q2 | $4.4M | Buy |
17,942
+1,154
| +7% | +$283K | 0.63% | 36 |
|
|
2018
Q1 | $3.59M | Buy |
+16,788
| New | +$3.59M | 0.55% | 40 |
|