Apriem 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 |
-759
| Closed | -$384K | – | 190 |
|
|
2024
Q4 | $384K | Buy |
+759
| New | +$384K | 0.04% | 121 |
|
|
2024
Q3 | – | Sell |
-742
| Closed | -$378K | – | 185 |
|
|
2024
Q2 | $378K | Buy |
742
+5
| +0.7% | +$2.55K | 0.05% | 120 |
|
|
2024
Q1 | $365K | Buy |
+737
| New | +$365K | 0.05% | 125 |
|
|
2018
Q3 | – | Sell |
-232
| Closed | -$57K | – | 363 |
|
|
2018
Q2 | $57K | Buy |
+232
| New | +$57K | 0.01% | 238 |
|
|
2017
Q2 | – | Sell |
-10
| Closed | -$2K | – | 520 |
|
|
2017
Q1 | $2K | Sell |
10
-278
| -97% | -$55.6K | ﹤0.01% | 603 |
|
|
2016
Q4 | $46K | Buy |
288
+229
| +388% | +$36.6K | 0.01% | 242 |
|
|
2016
Q3 | $8K | Buy |
59
+31
| +111% | +$4.2K | ﹤0.01% | 430 |
|
|
2016
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 500 |
|
|
2016
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 476 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$12K | – | 605 |
|
|
2015
Q2 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 398 |
|
|
2014
Q1 | – | Sell |
-75
| Closed | -$6K | – | 523 |
|
|
2013
Q4 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 405 |
|