AIA
Arbor Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
724
-21
| -3% | -$6.55K | 0.03% | 104 |
|
|
2025
Q1 | $390K | Buy |
745
+7
| +0.9% | +$3.67K | 0.05% | 63 |
|
|
2024
Q4 | $373K | Hold |
738
| – | – | 0.05% | 65 |
|
|
2024
Q3 | $431K | Hold |
738
| – | – | 0.06% | 69 |
|
|
2024
Q2 | $376K | Hold |
738
| – | – | 0.06% | 60 |
|
|
2024
Q1 | $365K | Buy |
738
+21
| +3% | +$10.4K | 0.05% | 72 |
|
|
2023
Q4 | $377K | Hold |
717
| – | – | 0.06% | 61 |
|
|
2023
Q3 | $362K | Hold |
717
| – | – | 0.06% | 65 |
|
|
2023
Q2 | $345K | Hold |
717
| – | – | 0.06% | 69 |
|
|
2023
Q1 | $339K | Hold |
717
| – | – | 0.06% | 71 |
|
|
2022
Q4 | $380K | Hold |
717
| – | – | 0.08% | 66 |
|
|
2022
Q3 | $362K | Hold |
717
| – | – | 0.09% | 49 |
|
|
2022
Q2 | $368K | Hold |
717
| – | – | 0.08% | 65 |
|
|
2022
Q1 | $366K | Buy |
717
+240
| +50% | +$123K | 0.07% | 72 |
|
|
2021
Q4 | $240K | Buy |
+477
| New | +$240K | 0.04% | 102 |
|