Aldebaran Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $512K | Hold |
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|
2024
Q4 | $497K | Hold |
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|
2024
Q3 | $572K | Hold |
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|
2024
Q2 | $498K | Buy |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $529K | Hold |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $488K | Hold |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $613K | Buy |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $610K | Sell |
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|
2021
Q3 | $486K | Sell |
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|
2021
Q2 | $511K | Hold |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $480K | Buy |
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|
2020
Q3 | $423K | Buy |
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|
2020
Q2 | $399K | Sell |
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|
2020
Q1 | $344K | Hold |
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|
2019
Q4 | $405K | Hold |
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|
2019
Q3 | $299K | Buy |
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|
2019
Q2 | $315K | Hold |
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|
2019
Q1 | $319K | Sell |
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|
2018
Q4 | $340K | Hold |
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|
2018
Q3 | $363K | Sell |
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|
2018
Q2 | $353K | Hold |
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|
2018
Q1 | $308K | Hold |
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|
2017
Q4 | $317K | Sell |
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|
2017
Q3 | $292K | Hold |
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|
2017
Q2 | $276K | Sell |
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|
2017
Q1 | $311K | Sell |
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|
2016
Q4 | $314K | Hold |
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|
2016
Q3 | $275K | Hold |
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|
2016
Q2 | $278K | Hold |
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|
2016
Q1 | $253K | Hold |
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|
2015
Q4 | $230K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $240K | Hold |
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|
2015
Q1 | $232K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.57M | Buy |
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|
2014
Q1 | $1.53M | Buy |
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|
2013
Q4 | $1.25M | Buy |
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