AAP
Ardsley Advisory Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,000
| Closed | -$10.1M | – | 157 |
|
|
2024
Q4 | $10.1M | Buy |
+20,000
| New | +$10.1M | 1.6% | 11 |
|
|
2020
Q4 | – | Sell |
-2,500
| Closed | -$779K | – | 166 |
|
|
2020
Q3 | $779K | Hold |
2,500
| – | – | 0.15% | 63 |
|
|
2020
Q2 | $737K | Hold |
2,500
| – | – | 0.16% | 61 |
|
|
2020
Q1 | $623K | Sell |
2,500
-3,100
| -55% | -$773K | 0.24% | 47 |
|
|
2019
Q4 | $1.65M | Buy |
+5,600
| New | +$1.65M | 0.26% | 46 |
|
|
2019
Q3 | – | Sell |
-9,000
| Closed | -$2.2M | – | 159 |
|
|
2019
Q2 | $2.2M | Sell |
9,000
-1,000
| -10% | -$244K | 0.35% | 37 |
|
|
2019
Q1 | $2.47M | Buy |
10,000
+4,000
| +67% | +$989K | 0.47% | 39 |
|
|
2018
Q4 | $1.5M | Hold |
6,000
| – | – | 0.38% | 38 |
|
|
2018
Q3 | $1.6M | Buy |
6,000
+1,000
| +20% | +$266K | 0.22% | 46 |
|
|
2018
Q2 | $1.23M | Hold |
5,000
| – | – | 0.18% | 58 |
|
|
2018
Q1 | $1.1M | Hold |
5,000
| – | – | 0.16% | 59 |
|
|
2017
Q4 | $1.1M | Buy |
+5,000
| New | +$1.1M | 0.13% | 63 |
|
|
2017
Q2 | – | Sell |
-4,000
| Closed | -$656K | – | 162 |
|
|
2017
Q1 | $656K | Sell |
4,000
-500
| -11% | -$82K | 0.1% | 67 |
|
|
2016
Q4 | $720K | Buy |
+4,500
| New | +$720K | 0.12% | 69 |
|