AIA
Alera Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.92M | Buy |
3,287
+338
| +11% | +$198K | 0.23% | 53 |
|
|
2024
Q2 | $1.5M | Sell |
2,949
-446
| -13% | -$227K | 0.18% | 61 |
|
|
2024
Q1 | $1.68M | Buy |
3,395
+46
| +1% | +$22.8K | 0.23% | 34 |
|
|
2023
Q4 | $1.76M | Buy |
3,349
+16
| +0.5% | +$8.42K | 0.23% | 33 |
|
|
2023
Q3 | $1.68M | Sell |
3,333
-15
| -0.4% | -$7.56K | 0.28% | 24 |
|
|
2023
Q2 | $1.61M | Buy |
3,348
+152
| +5% | +$73K | 0.35% | 27 |
|
|
2023
Q1 | $1.51M | Sell |
3,196
-238
| -7% | -$112K | 0.35% | 28 |
|
|
2022
Q4 | $1.82M | Buy |
3,434
+22
| +0.6% | +$11.7K | 0.43% | 27 |
|
|
2022
Q3 | $1.72M | Buy |
3,412
+550
| +19% | +$278K | 0.49% | 23 |
|
|
2022
Q2 | $1.47M | Buy |
2,862
+1,253
| +78% | +$644K | 0.41% | 29 |
|
|
2022
Q1 | $821K | Buy |
1,609
+1,113
| +224% | +$568K | 0.19% | 74 |
|
|
2021
Q4 | $249K | Buy |
+496
| New | +$249K | 0.07% | 89 |
|
|
2019
Q4 | – | Sell |
-1,397
| Closed | -$304K | – | 78 |
|
|
2019
Q3 | $304K | Sell |
1,397
-292
| -17% | -$63.5K | 0.15% | 55 |
|
|
2019
Q2 | $412K | Buy |
1,689
+45
| +3% | +$11K | 0.21% | 43 |
|
|
2019
Q1 | $406K | Sell |
1,644
-355
| -18% | -$87.7K | 0.2% | 44 |
|
|
2018
Q4 | $498K | Buy |
+1,999
| New | +$498K | 0.3% | 44 |
|