Arbor Trust Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
3,065
-134
| -4% | -$41.8K | 0.47% | 47 |
|
|
2025
Q1 | $1.68M | Buy |
3,199
+182
| +6% | +$95.3K | 0.79% | 37 |
|
|
2024
Q4 | $1.53M | Buy |
3,017
+304
| +11% | +$154K | 0.72% | 39 |
|
|
2024
Q3 | $1.38M | Hold |
2,713
| – | – | 0.73% | 36 |
|
|
2024
Q2 | $1.38M | Buy |
2,713
+150
| +6% | +$76.4K | 0.73% | 36 |
|
|
2024
Q1 | $1.15M | Buy |
2,563
+140
| +6% | +$63K | 0.63% | 41 |
|
|
2023
Q4 | $1.28M | Buy |
2,423
+569
| +31% | +$300K | 0.76% | 34 |
|
|
2023
Q3 | $935K | Buy |
1,854
+405
| +28% | +$204K | 0.62% | 40 |
|
|
2023
Q2 | $696K | Buy |
+1,449
| New | +$696K | 0.44% | 51 |
|