ACS
Archford Capital Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
4,107
-10,457
| -72% | -$3.26M | 0.16% | 123 |
|
|
2025
Q1 | $7.63M | Buy |
14,564
+5,625
| +63% | +$2.95M | 1.12% | 18 |
|
|
2024
Q4 | $4.52M | Buy |
8,939
+86
| +1% | +$43.5K | 0.68% | 39 |
|
|
2024
Q3 | $5.36M | Buy |
8,853
+127
| +1% | +$76.9K | 0.81% | 35 |
|
|
2024
Q2 | $4.44M | Buy |
8,726
+825
| +10% | +$420K | 0.72% | 38 |
|
|
2024
Q1 | $3.91M | Buy |
7,901
+190
| +2% | +$94K | 0.66% | 40 |
|
|
2023
Q4 | $4.06M | Buy |
7,711
+894
| +13% | +$471K | 0.74% | 35 |
|
|
2023
Q3 | $3.44M | Buy |
6,817
+181
| +3% | +$91.3K | 0.69% | 35 |
|
|
2023
Q2 | $3.38M | Buy |
6,636
+343
| +5% | +$174K | 0.64% | 35 |
|
|
2023
Q1 | $3.2M | Buy |
6,293
+342
| +6% | +$174K | 0.67% | 33 |
|
|
2022
Q4 | $3.16M | Buy |
5,951
+596
| +11% | +$316K | 0.73% | 34 |
|
|
2022
Q3 | $2.7M | Buy |
5,355
+202
| +4% | +$102K | 0.7% | 36 |
|
|
2022
Q2 | $2.65M | Buy |
5,153
+321
| +7% | +$165K | 0.67% | 35 |
|
|
2022
Q1 | $2.5M | Buy |
4,832
+725
| +18% | +$375K | 0.56% | 39 |
|
|
2021
Q4 | $2.06M | Buy |
4,107
+319
| +8% | +$160K | 0.47% | 44 |
|
|
2021
Q3 | $1.48M | Buy |
3,788
+256
| +7% | +$100K | 0.35% | 66 |
|
|
2021
Q2 | $1.41M | Buy |
3,532
+709
| +25% | +$284K | 0.35% | 66 |
|
|
2021
Q1 | $1.1M | Buy |
2,823
+206
| +8% | +$80.3K | 0.29% | 90 |
|
|
2020
Q4 | $951K | Buy |
2,617
+14
| +0.5% | +$5.09K | 0.22% | 135 |
|
|
2020
Q3 | $812K | Buy |
2,603
+26
| +1% | +$8.11K | 0.22% | 135 |
|
|
2020
Q2 | $760K | Buy |
2,577
+205
| +9% | +$60.5K | 0.23% | 133 |
|
|
2020
Q1 | $592K | Buy |
2,372
+267
| +13% | +$66.6K | 0.23% | 129 |
|
|
2019
Q4 | $619K | Buy |
2,105
+2
| +0.1% | +$588 | 0.21% | 139 |
|
|
2019
Q3 | $457K | Sell |
2,103
-10
| -0.5% | -$2.17K | 0.17% | 158 |
|
|
2019
Q2 | $516K | Buy |
2,113
+38
| +2% | +$9.28K | 0.19% | 147 |
|
|
2019
Q1 | $513K | Buy |
2,075
+40
| +2% | +$9.89K | 0.19% | 152 |
|
|
2018
Q4 | $507K | Sell |
2,035
-58
| -3% | -$14.5K | 0.2% | 141 |
|
|
2018
Q3 | $557K | Sell |
2,093
-294
| -12% | -$78.2K | 0.2% | 137 |
|
|
2018
Q2 | $586K | Buy |
+2,387
| New | +$586K | 0.21% | 137 |
|
|
2018
Q1 | – | Sell |
-1,725
| Closed | -$380K | – | 709 |
|
|
2017
Q4 | $380K | Buy |
1,725
+560
| +48% | +$123K | 0.14% | 160 |
|
|
2017
Q3 | $228K | Hold |
1,165
| – | – | 0.09% | 184 |
|
|
2017
Q2 | $216K | Buy |
1,165
+7
| +0.6% | +$1.3K | 0.09% | 179 |
|
|
2017
Q1 | $190K | Buy |
1,158
+358
| +45% | +$58.7K | 0.07% | 193 |
|
|
2016
Q4 | $128K | Hold |
800
| – | – | 0.05% | 194 |
|
|
2016
Q3 | $112K | Hold |
800
| – | – | 0.05% | 210 |
|
|
2016
Q2 | $113K | Buy |
+800
| New | +$113K | 0.06% | 189 |
|
|
2016
Q1 | – | Sell |
-800
| Closed | -$95K | – | 578 |
|
|
2015
Q4 | $95K | Hold |
800
| – | – | 0.04% | 207 |
|
|
2015
Q3 | $93K | Hold |
800
| – | – | 0.07% | 155 |
|
|
2015
Q2 | $98K | Hold |
800
| – | – | 0.07% | 155 |
|
|
2015
Q1 | $94.6K | Hold |
800
| – | – | 0.07% | 163 |
|
|
2014
Q4 | $81K | Hold |
800
| – | – | 0.06% | 167 |
|
|
2014
Q3 | $69K | Sell |
800
-36
| -4% | -$3.11K | 0.05% | 178 |
|
|
2014
Q2 | $68.3K | Hold |
836
| – | – | 0.05% | 187 |
|
|
2014
Q1 | $68.5K | Buy |
+836
| New | +$68.5K | 0.06% | 184 |
|