American Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $207K | Hold |
766
| – | – | 0.03% | 155 |
|
|
2025
Q4 | $253K | Buy |
766
+84
| +12% | +$28.5K | 0.03% | 140 |
|
|
2025
Q3 | $235K | Hold |
682
| – | – | 0.03% | 142 |
|
|
2025
Q2 | $213K | Hold |
682
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $357K | Sell |
682
-25
| -4% | -$12.8K | 0.05% | 98 |
|
|
2024
Q4 | $358K | Sell |
707
-10
| -1% | -$5.68K | 0.05% | 98 |
|
|
2024
Q3 | $419K | Sell |
717
-10
| -1% | -$5.66K | 0.06% | 91 |
|
|
2024
Q2 | $370K | Buy |
727
+26
| +4% | +$12.7K | 0.05% | 98 |
|
|
2024
Q1 | $347K | Hold |
701
| – | – | 0.05% | 101 |
|
|
2023
Q4 | $369K | Hold |
701
| – | – | 0.05% | 95 |
|
|
2023
Q3 | $353K | Hold |
701
| – | – | 0.06% | 96 |
|
|
2023
Q2 | $337K | Hold |
701
| – | – | 0.05% | 95 |
|
|
2023
Q1 | $331K | Hold |
701
| – | – | 0.05% | 95 |
|
|
2022
Q4 | $372K | Sell |
701
-53
| -7% | -$28.1K | 0.06% | 91 |
|
|
2022
Q3 | $381K | Sell |
754
-2
| -0.3% | -$1.05K | 0.07% | 87 |
|
|
2022
Q2 | $388K | Sell |
756
-1
| -0.1% | -$502 | 0.1% | 56 |
|
|
2022
Q1 | $386K | Hold |
757
| – | – | 0.05% | 93 |
|
|
2021
Q4 | $380K | Buy |
757
+1
| +0.1% | +$453 | 0.05% | 96 |
|
|
2021
Q3 | $295K | Hold |
756
| – | – | 0.04% | 105 |
|
|
2021
Q2 | $303K | Sell |
756
-42
| -5% | -$16.7K | 0.04% | 106 |
|
|
2021
Q1 | $297K | Hold |
798
| – | – | 0.04% | 101 |
|
|
2020
Q4 | $280K | Buy |
798
+5
| +0.6% | +$1.68K | 0.04% | 97 |
|
|
2020
Q3 | $247K | Sell |
793
-2
| -0.3% | -$614 | 0.04% | 90 |
|
|
2020
Q2 | $239K | Buy |
795
+27
| +4% | +$7.74K | 0.04% | 90 |
|
|
2020
Q1 | $225K | Buy |
+768
| New | +$211K | 0.04% | 86 |
|
Other funds holding UNH
VCM
VPM
