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 |
|