Arax Advisory Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45M Buy
7,860
+3,895
+98% +$1.22M 0.11% 135
2025
Q1
$2.08M Sell
3,965
-158
-4% -$82.7K 0.13% 111
2024
Q4
$2.09M Buy
4,123
+1,949
+90% +$986K 0.13% 103
2024
Q3
$1.27M Buy
2,174
+107
+5% +$62.6K 0.11% 100
2024
Q2
$1.05M Buy
2,067
+101
+5% +$51.4K 0.1% 115
2024
Q1
$973K Sell
1,966
-253
-11% -$125K 0.1% 107
2023
Q4
$1.17M Buy
2,219
+242
+12% +$127K 0.13% 91
2023
Q3
$997K Buy
1,977
+303
+18% +$153K 0.12% 95
2023
Q2
$805K Buy
1,674
+61
+4% +$29.3K 0.1% 92
2023
Q1
$763K Buy
1,613
+203
+14% +$96K 0.1% 91
2022
Q4
$748K Sell
1,410
-167
-11% -$88.5K 0.1% 90
2022
Q3
$797K Buy
1,577
+9
+0.6% +$4.55K 0.13% 77
2022
Q2
$805K Buy
1,568
+60
+4% +$30.8K 0.12% 81
2022
Q1
$769K Sell
1,508
-13
-0.9% -$6.63K 0.1% 82
2021
Q4
$764K Buy
1,521
+429
+39% +$215K 0.1% 87
2021
Q3
$427K Sell
1,092
-7
-0.6% -$2.74K 0.06% 110
2021
Q2
$440K Buy
+1,099
New +$440K 0.06% 116
2020
Q4
$386K Buy
1,102
+71
+7% +$24.9K 0.06% 110
2020
Q3
$321K Buy
1,031
+50
+5% +$15.6K 0.05% 113
2020
Q2
$289K Buy
981
+34
+4% +$10K 0.05% 114
2020
Q1
$236K Sell
947
-63
-6% -$15.7K 0.05% 122
2019
Q4
$297K Buy
1,010
+2
+0.2% +$588 0.09% 103
2019
Q3
$219K Sell
1,008
-1
-0.1% -$217 0.07% 136
2019
Q2
$246K Buy
+1,009
New +$246K 0.08% 120
2018
Q4
$278K Sell
1,116
-248
-18% -$61.8K 0.11% 94
2018
Q3
$363K Sell
1,364
-1,164
-46% -$310K 0.15% 80
2018
Q2
$620K Buy
2,528
+208
+9% +$51K 0.27% 43
2018
Q1
$496K Sell
2,320
-87
-4% -$18.6K 0.26% 43
2017
Q4
$530K Sell
2,407
-42
-2% -$9.25K 0.23% 37
2017
Q3
$479K Sell
2,449
-83
-3% -$16.2K 0.23% 35
2017
Q2
$469K Buy
2,532
+527
+26% +$97.6K 0.22% 37
2017
Q1
$328K Buy
2,005
+551
+38% +$90.1K 0.16% 45
2016
Q4
$233K Buy
+1,454
New +$233K 0.12% 52