AA
Alta Advisers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,637
+80
| +2% | +$25K | 0.51% | 31 |
|
|
2025
Q1 | $2.39M | Buy |
4,557
+1,500
| +49% | +$786K | 1.02% | 18 |
|
|
2024
Q4 | $1.55M | Buy |
3,057
+457
| +18% | +$231K | 0.98% | 18 |
|
|
2024
Q3 | $1.52M | Hold |
2,600
| – | – | 0.69% | 16 |
|
|
2024
Q2 | $1.32M | Hold |
2,600
| – | – | 0.64% | 17 |
|
|
2024
Q1 | $1.29M | Hold |
2,600
| – | – | 0.64% | 17 |
|
|
2023
Q4 | $1.37M | Hold |
2,600
| – | – | 0.73% | 13 |
|
|
2023
Q3 | $1.31M | Buy |
2,600
+200
| +8% | +$101K | 0.76% | 13 |
|
|
2023
Q2 | $1.15M | Hold |
2,400
| – | – | 0.65% | 15 |
|
|
2023
Q1 | $1.13M | Hold |
2,400
| – | – | 0.68% | 14 |
|
|
2022
Q4 | $1.27M | Hold |
2,400
| – | – | 0.76% | 9 |
|
|
2022
Q3 | $1.21M | Buy |
+2,400
| New | +$1.21M | 0.76% | 11 |
|