Angeles Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,019
| Closed | -$515K | – | 185 |
|
|
2024
Q4 | $515K | Sell |
1,019
-135
| -12% | -$68.3K | 0.02% | 87 |
|
|
2024
Q3 | $675K | Buy |
1,154
+37
| +3% | +$21.6K | 0.03% | 68 |
|
|
2024
Q2 | $569K | Sell |
1,117
-445
| -28% | -$227K | 0.03% | 89 |
|
|
2024
Q1 | $773K | Buy |
1,562
+206
| +15% | +$102K | 0.04% | 62 |
|
|
2023
Q4 | $714K | Buy |
1,356
+87
| +7% | +$45.8K | 0.04% | 58 |
|
|
2023
Q3 | $640K | Sell |
1,269
-1,351
| -52% | -$681K | 0.05% | 56 |
|
|
2023
Q2 | $1.26M | Buy |
2,620
+922
| +54% | +$443K | 0.11% | 26 |
|
|
2023
Q1 | $802K | Buy |
1,698
+690
| +68% | +$326K | 0.07% | 33 |
|
|
2022
Q4 | $534K | Buy |
1,008
+73
| +8% | +$38.7K | 0.05% | 34 |
|
|
2022
Q3 | $472K | Sell |
935
-215
| -19% | -$109K | 0.05% | 28 |
|
|
2022
Q2 | $591K | Buy |
1,150
+274
| +31% | +$141K | 0.05% | 30 |
|
|
2022
Q1 | $447K | Sell |
876
-45
| -5% | -$23K | 0.03% | 51 |
|
|
2021
Q4 | $462K | Buy |
+921
| New | +$462K | 0.02% | 126 |
|