Alliance Wealth Advisors (Pennsylvania)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-401
| Closed | -$210K | – | 150 |
|
|
2025
Q1 | $210K | Sell |
401
-232
| -37% | -$122K | 0.12% | 134 |
|
|
2024
Q4 | $320K | Hold |
633
| – | – | 0.18% | 104 |
|
|
2024
Q3 | $370K | Buy |
633
+55
| +10% | +$32.2K | 0.21% | 87 |
|
|
2024
Q2 | $294K | Sell |
578
-103
| -15% | -$52.5K | 0.19% | 104 |
|
|
2024
Q1 | $337K | Sell |
681
-63
| -8% | -$31.2K | 0.21% | 95 |
|
|
2023
Q4 | $392K | Hold |
744
| – | – | 0.26% | 78 |
|
|
2023
Q3 | $375K | Sell |
744
-6
| -0.8% | -$3.03K | 0.27% | 74 |
|
|
2023
Q2 | $360K | Buy |
750
+3
| +0.4% | +$1.44K | 0.26% | 78 |
|
|
2023
Q1 | $353K | Sell |
747
-34
| -4% | -$16.1K | 0.26% | 75 |
|
|
2022
Q4 | $414K | Sell |
781
-6
| -0.8% | -$3.18K | 0.35% | 61 |
|
|
2022
Q3 | $397K | Sell |
787
-14
| -2% | -$7.06K | 0.37% | 58 |
|
|
2022
Q2 | $411K | Buy |
801
+10
| +1% | +$5.13K | 0.36% | 63 |
|
|
2022
Q1 | $403K | Sell |
791
-401
| -34% | -$204K | 0.33% | 66 |
|
|
2021
Q4 | $599K | Buy |
1,192
+7
| +0.6% | +$3.52K | 0.49% | 51 |
|
|
2021
Q3 | $463K | Buy |
1,185
+14
| +1% | +$5.47K | 0.41% | 62 |
|
|
2021
Q2 | $469K | Buy |
1,171
+27
| +2% | +$10.8K | 0.42% | 58 |
|
|
2021
Q1 | $426K | Hold |
1,144
| – | – | 0.42% | 62 |
|
|
2020
Q4 | $401K | Buy |
+1,144
| New | +$401K | 0.42% | 60 |
|