Ameritas Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
4,282
-4,831
| -53% | -$1.51M | 0.07% | 282 |
|
|
2025
Q1 | $4.66M | Sell |
9,113
-65
| -0.7% | -$33.2K | 0.19% | 122 |
|
|
2024
Q4 | $4.64M | Sell |
9,178
-703
| -7% | -$356K | 0.16% | 129 |
|
|
2024
Q3 | $5.78M | Buy |
9,881
+83
| +0.8% | +$48.5K | 0.25% | 92 |
|
|
2024
Q2 | $4.99M | Buy |
9,798
+116
| +1% | +$59.1K | 0.19% | 110 |
|
|
2024
Q1 | $4.78M | Sell |
9,682
-1,090
| -10% | -$538K | 0.2% | 102 |
|
|
2023
Q4 | $5.6M | Buy |
10,772
+97
| +0.9% | +$50.4K | 0.31% | 72 |
|
|
2023
Q3 | $5.63M | Buy |
10,675
+4,268
| +67% | +$2.25M | 0.28% | 72 |
|
|
2023
Q2 | $2.96M | Sell |
6,407
-4,306
| -40% | -$1.99M | 0.38% | 55 |
|
|
2023
Q1 | $5.13M | Sell |
10,713
-4,458
| -29% | -$2.14M | 0.26% | 81 |
|
|
2022
Q4 | $8.04M | Buy |
15,171
+6,174
| +69% | +$3.27M | 0.37% | 53 |
|
|
2022
Q3 | $4.54M | Buy |
8,997
+337
| +4% | +$170K | 0.27% | 81 |
|
|
2022
Q2 | $4.45M | Buy |
8,660
+992
| +13% | +$510K | 0.26% | 82 |
|
|
2022
Q1 | $3.91M | Buy |
7,668
+686
| +10% | +$350K | 0.14% | 117 |
|
|
2021
Q4 | $3.51M | Buy |
+6,982
| New | +$3.51M | 0.13% | 135 |
|