Alesco 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 | $232K | Buy |
743
+181
| +32% | +$56.5K | 0.01% | 174 |
|
|
2025
Q1 | $294K | Buy |
562
+33
| +6% | +$17.3K | 0.01% | 155 |
|
|
2024
Q4 | $268K | Sell |
529
-25
| -5% | -$12.6K | 0.01% | 163 |
|
|
2024
Q3 | $324K | Buy |
554
+22
| +4% | +$12.9K | 0.01% | 147 |
|
|
2024
Q2 | $271K | Buy |
532
+45
| +9% | +$22.9K | 0.01% | 156 |
|
|
2024
Q1 | $241K | Sell |
487
-3
| -0.6% | -$1.48K | 0.01% | 168 |
|
|
2023
Q4 | $258K | Hold |
490
| – | – | 0.01% | 156 |
|
|
2023
Q3 | $247K | Hold |
490
| – | – | 0.01% | 161 |
|
|
2023
Q2 | $236K | Hold |
490
| – | – | 0.01% | 155 |
|
|
2023
Q1 | $232K | Buy |
490
+19
| +4% | +$8.98K | 0.01% | 154 |
|
|
2022
Q4 | $250K | Buy |
471
+16
| +4% | +$8.48K | 0.01% | 152 |
|
|
2022
Q3 | $230K | Hold |
455
| – | – | 0.01% | 141 |
|
|
2022
Q2 | $234K | Hold |
455
| – | – | 0.01% | 138 |
|
|
2022
Q1 | $232K | Hold |
455
| – | – | 0.01% | 139 |
|
|
2021
Q4 | $228K | Buy |
+455
| New | +$228K | 0.01% | 136 |
|