All Terrain Financial 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 | $1.38M | Buy |
+4,420
| New | +$1.38M | 0.4% | 39 |
|
|
2020
Q2 | – | Sell |
-2,149
| Closed | -$536K | – | 104 |
|
|
2020
Q1 | $536K | Buy |
2,149
+6
| +0.3% | +$1.5K | 0.22% | 50 |
|
|
2019
Q4 | $630K | Buy |
2,143
+4
| +0.2% | +$1.18K | 0.2% | 58 |
|
|
2019
Q3 | $465K | Hold |
2,139
| – | – | 0.16% | 65 |
|
|
2019
Q2 | $522K | Buy |
2,139
+101
| +5% | +$24.6K | 0.18% | 63 |
|
|
2019
Q1 | $504K | Sell |
2,038
-56
| -3% | -$13.8K | 0.17% | 67 |
|
|
2018
Q4 | $522K | Hold |
2,094
| – | – | 0.21% | 64 |
|
|
2018
Q3 | $557K | Sell |
2,094
-170
| -8% | -$45.2K | 0.23% | 66 |
|
|
2018
Q2 | $555K | Sell |
2,264
-88
| -4% | -$21.6K | 0.25% | 64 |
|
|
2018
Q1 | $503K | Sell |
2,352
-190
| -7% | -$40.6K | 0.23% | 70 |
|
|
2017
Q4 | $561K | Buy |
+2,542
| New | +$561K | 0.26% | 64 |
|