AA
Ancora Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Sell |
30,371
-84,062
| -73% | -$26.2M | 0.2% | 104 |
|
|
2025
Q1 | $59.9M | Sell |
114,433
-476
| -0.4% | -$249K | 1.34% | 13 |
|
|
2024
Q4 | $58.1M | Sell |
114,909
-331
| -0.3% | -$167K | 1.3% | 15 |
|
|
2024
Q3 | $67.4M | Sell |
115,240
-239
| -0.2% | -$140K | 1.53% | 10 |
|
|
2024
Q2 | $58.8M | Sell |
115,479
-105
| -0.1% | -$53.5K | 1.46% | 15 |
|
|
2024
Q1 | $57.2M | Buy |
115,584
+7,361
| +7% | +$3.64M | 1.3% | 15 |
|
|
2023
Q4 | $57M | Sell |
108,223
-189
| -0.2% | -$99.5K | 1.34% | 14 |
|
|
2023
Q3 | $54.7M | Buy |
108,412
+619
| +0.6% | +$312K | 1.45% | 11 |
|
|
2023
Q2 | $51.8M | Buy |
107,793
+779
| +0.7% | +$374K | 1.36% | 14 |
|
|
2023
Q1 | $50.6M | Buy |
107,014
+8,444
| +9% | +$3.99M | 1.43% | 11 |
|
|
2022
Q4 | $52.3M | Buy |
98,570
+9,313
| +10% | +$4.94M | 1.51% | 10 |
|
|
2022
Q3 | $45.1M | Buy |
89,257
+5,071
| +6% | +$2.56M | 1.39% | 11 |
|
|
2022
Q2 | $43.2M | Buy |
84,186
+1,265
| +2% | +$650K | 1.22% | 14 |
|
|
2022
Q1 | $42.3M | Sell |
82,921
-4,568
| -5% | -$2.33M | 1.03% | 15 |
|
|
2021
Q4 | $43.9M | Buy |
87,489
+3,423
| +4% | +$1.72M | 1.04% | 16 |
|
|
2021
Q3 | $32.8M | Buy |
84,066
+2,561
| +3% | +$1M | 0.85% | 21 |
|
|
2021
Q2 | $32.6M | Sell |
81,505
-1,838
| -2% | -$736K | 0.85% | 18 |
|
|
2021
Q1 | $31M | Buy |
83,343
+1,515
| +2% | +$564K | 0.86% | 20 |
|
|
2020
Q4 | $28.7M | Sell |
81,828
-463
| -0.6% | -$162K | 0.92% | 16 |
|
|
2020
Q3 | $25.7M | Buy |
82,291
+1,155
| +1% | +$360K | 1.02% | 20 |
|
|
2020
Q2 | $23.9M | Buy |
81,136
+1,476
| +2% | +$435K | 1% | 18 |
|
|
2020
Q1 | $19.9M | Buy |
79,660
+5,554
| +7% | +$1.39M | 0.92% | 20 |
|
|
2019
Q4 | $21.8M | Buy |
74,106
+656
| +0.9% | +$193K | 0.81% | 27 |
|
|
2019
Q3 | $16M | Buy |
73,450
+1,543
| +2% | +$335K | 0.7% | 32 |
|
|
2019
Q2 | $17.5M | Buy |
71,907
+228
| +0.3% | +$55.6K | 0.79% | 25 |
|
|
2019
Q1 | $17.7M | Buy |
71,679
+2,517
| +4% | +$622K | 0.8% | 24 |
|
|
2018
Q4 | $17.2M | Buy |
69,162
+2,123
| +3% | +$529K | 0.83% | 24 |
|
|
2018
Q3 | $17.8M | Buy |
67,039
+6,927
| +12% | +$1.84M | 0.69% | 28 |
|
|
2018
Q2 | $14.7M | Buy |
60,112
+2,749
| +5% | +$674K | 0.64% | 35 |
|
|
2018
Q1 | $12.3M | Buy |
57,363
+8,517
| +17% | +$1.82M | 0.55% | 51 |
|
|
2017
Q4 | $10.8M | Buy |
48,846
+7,706
| +19% | +$1.7M | 0.57% | 45 |
|
|
2017
Q3 | $8.06M | Buy |
41,140
+21,896
| +114% | +$4.29M | 0.47% | 55 |
|
|
2017
Q2 | $3.57M | Buy |
19,244
+3
| +0% | +$556 | 0.23% | 143 |
|
|
2017
Q1 | $3.16M | Buy |
19,241
+1,168
| +6% | +$192K | 0.21% | 147 |
|
|
2016
Q4 | $2.89M | Buy |
18,073
+16,349
| +948% | +$2.62M | 0.21% | 154 |
|
|
2016
Q3 | $241K | Buy |
1,724
+39
| +2% | +$5.45K | 0.02% | 447 |
|
|
2016
Q2 | $238K | Buy |
+1,685
| New | +$238K | 0.03% | 437 |
|