AIMC
Alley Investment Management Company’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-625
| Closed | -$328K | – | 90 |
|
|
2025
Q1 | $328K | Sell |
625
-14,876
| -96% | -$7.8M | 0.04% | 80 |
|
|
2024
Q4 | $7.84M | Buy |
15,501
+81
| +0.5% | +$41K | 0.99% | 44 |
|
|
2024
Q3 | $9.02M | Sell |
15,420
-22
| -0.1% | -$12.9K | 1.14% | 38 |
|
|
2024
Q2 | $7.86M | Buy |
15,442
+89
| +0.6% | +$45.3K | 1.07% | 41 |
|
|
2024
Q1 | $7.6M | Buy |
15,353
+127
| +0.8% | +$62.8K | 1.05% | 42 |
|
|
2023
Q4 | $8.02M | Buy |
15,226
+5,562
| +58% | +$2.93M | 1.17% | 40 |
|
|
2023
Q3 | $4.87M | Sell |
9,664
-70
| -0.7% | -$35.3K | 0.83% | 45 |
|
|
2023
Q2 | $4.68M | Buy |
9,734
+89
| +0.9% | +$42.8K | 0.75% | 48 |
|
|
2023
Q1 | $4.56M | Buy |
9,645
+147
| +2% | +$69.5K | 0.76% | 50 |
|
|
2022
Q4 | $5.04M | Buy |
9,498
+8,953
| +1,643% | +$4.75M | 0.87% | 47 |
|
|
2022
Q3 | $275K | Sell |
545
-20
| -4% | -$10.1K | 0.05% | 78 |
|
|
2022
Q2 | $290K | Hold |
565
| – | – | 0.05% | 77 |
|
|
2022
Q1 | $288K | Buy |
+565
| New | +$288K | 0.05% | 76 |
|