Annis Gardner Whiting Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
787
-164
| -17% | -$51.2K | 0.09% | 197 |
|
|
2025
Q1 | $498K | Sell |
951
-26
| -3% | -$13.6K | 0.21% | 99 |
|
|
2024
Q4 | $494K | Sell |
977
-40
| -4% | -$20.2K | 0.14% | 130 |
|
|
2024
Q3 | $595K | Sell |
1,017
-598
| -37% | -$350K | 0.17% | 108 |
|
|
2024
Q2 | $823K | Buy |
1,615
+44
| +3% | +$22.4K | 0.23% | 85 |
|
|
2024
Q1 | $777K | Buy |
1,571
+585
| +59% | +$289K | 0.28% | 73 |
|
|
2023
Q4 | $519K | Buy |
986
+69
| +8% | +$36.3K | 0.23% | 83 |
|
|
2023
Q3 | $462K | Buy |
+917
| New | +$462K | 0.25% | 79 |
|