ACA
Aptus Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
73,739
-10,494
| -12% | -$3.27M | 0.19% | 97 |
|
|
2025
Q1 | $44.1M | Buy |
84,233
+6,766
| +9% | +$3.54M | 0.45% | 46 |
|
|
2024
Q4 | $39.2M | Buy |
77,467
+15,175
| +24% | +$7.68M | 0.41% | 48 |
|
|
2024
Q3 | $36.4M | Buy |
62,292
+9,330
| +18% | +$5.46M | 0.54% | 45 |
|
|
2024
Q2 | $27M | Buy |
52,962
+7,577
| +17% | +$3.86M | 0.47% | 48 |
|
|
2024
Q1 | $22.5M | Buy |
45,385
+2,601
| +6% | +$1.29M | 0.42% | 45 |
|
|
2023
Q4 | $22.5M | Sell |
42,784
-1,166
| -3% | -$614K | 0.62% | 34 |
|
|
2023
Q3 | $22.2M | Buy |
43,950
+2,608
| +6% | +$1.31M | 0.6% | 34 |
|
|
2023
Q2 | $19.9M | Sell |
41,342
-4,575
| -10% | -$2.2M | 0.48% | 38 |
|
|
2023
Q1 | $21.7M | Sell |
45,917
-3,209
| -7% | -$1.52M | 0.58% | 33 |
|
|
2022
Q4 | $26M | Sell |
49,126
-541
| -1% | -$287K | 0.8% | 20 |
|
|
2022
Q3 | $25.1M | Buy |
49,667
+5,529
| +13% | +$2.79M | 0.6% | 24 |
|
|
2022
Q2 | $22.7M | Sell |
44,138
-269
| -0.6% | -$138K | 0.59% | 22 |
|
|
2022
Q1 | $22.6M | Buy |
44,407
+4,052
| +10% | +$2.07M | 0.56% | 19 |
|
|
2021
Q4 | $20.3M | Buy |
40,355
+2,759
| +7% | +$1.39M | 0.61% | 20 |
|
|
2021
Q3 | $14.7M | Buy |
37,596
+4,870
| +15% | +$1.9M | 0.38% | 22 |
|
|
2021
Q2 | $13.1M | Buy |
32,726
+3,318
| +11% | +$1.33M | 0.38% | 21 |
|
|
2021
Q1 | $10.9M | Buy |
29,408
+1,085
| +4% | +$404K | 0.39% | 21 |
|
|
2020
Q4 | $9.93M | Buy |
28,323
+5,217
| +23% | +$1.83M | 0.45% | 22 |
|
|
2020
Q3 | $7.2M | Buy |
23,106
+1,024
| +5% | +$319K | 0.38% | 27 |
|
|
2020
Q2 | $6.51M | Buy |
22,082
+1,377
| +7% | +$406K | 0.41% | 28 |
|
|
2020
Q1 | $5.16M | Buy |
20,705
+18,127
| +703% | +$4.52M | 0.45% | 28 |
|
|
2019
Q4 | $757K | Buy |
+2,578
| New | +$757K | 0.05% | 151 |
|