Arete 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 | $2.11M | Sell |
6,751
-46
| -0.7% | -$14.4K | 0.15% | 133 |
|
|
2025
Q1 | $3.56M | Buy |
6,797
+115
| +2% | +$60.2K | 0.27% | 84 |
|
|
2024
Q4 | $3.38M | Buy |
6,682
+1,681
| +34% | +$850K | 0.24% | 87 |
|
|
2024
Q3 | $2.93M | Buy |
5,001
+79
| +2% | +$46.2K | 0.25% | 83 |
|
|
2024
Q2 | $2.47M | Buy |
+4,922
| New | +$2.47M | 0.2% | 105 |
|
|
2024
Q1 | – | Sell |
-4,489
| Closed | -$2.36M | – | 715 |
|
|
2023
Q4 | $2.36M | Buy |
+4,489
| New | +$2.36M | 0.18% | 121 |
|
|
2023
Q3 | – | Sell |
-4,055
| Closed | -$1.95M | – | 716 |
|
|
2023
Q2 | $1.95M | Sell |
4,055
-1,291
| -24% | -$621K | 0.17% | 127 |
|
|
2023
Q1 | $2.53M | Buy |
5,346
+179
| +3% | +$84.6K | 0.21% | 101 |
|
|
2022
Q4 | $2.74B | Sell |
5,167
-194
| -4% | -$103M | 0.24% | 87 |
|
|
2022
Q3 | $2.71M | Buy |
5,361
+2,518
| +89% | +$1.27M | 0.26% | 77 |
|
|
2022
Q2 | $1.46M | Buy |
2,843
+88
| +3% | +$45.2K | 0.15% | 114 |
|
|
2022
Q1 | $1.41M | Sell |
2,755
-1,039
| -27% | -$530K | 0.12% | 142 |
|
|
2021
Q4 | $1.91M | Sell |
3,794
-2
| -0.1% | -$1K | 0.16% | 120 |
|
|
2021
Q3 | $1.48M | Sell |
3,796
-321
| -8% | -$125K | 0.16% | 122 |
|
|
2021
Q2 | $1.51M | Sell |
4,117
-245
| -6% | -$90K | 0.21% | 93 |
|
|
2021
Q1 | $1.62M | Buy |
4,362
+2,239
| +105% | +$833K | 0.21% | 105 |
|
|
2020
Q4 | $744K | Sell |
2,123
-3,693
| -63% | -$1.29M | 0.11% | 180 |
|
|
2020
Q3 | $1.81M | Sell |
5,816
-42
| -0.7% | -$13.1K | 0.27% | 89 |
|
|
2020
Q2 | $1.73M | Sell |
5,858
-526
| -8% | -$155K | 0.3% | 87 |
|
|
2020
Q1 | $1.59M | Buy |
6,384
+218
| +4% | +$54.4K | 0.31% | 77 |
|
|
2019
Q4 | $1.81M | Sell |
6,166
-428
| -6% | -$126K | 0.31% | 81 |
|
|
2019
Q3 | $1.43M | Buy |
6,594
+899
| +16% | +$195K | 0.27% | 88 |
|
|
2019
Q2 | $1.39M | Buy |
5,695
+495
| +10% | +$121K | 0.27% | 89 |
|
|
2019
Q1 | $1.29M | Buy |
5,200
+1,821
| +54% | +$450K | 0.27% | 90 |
|
|
2018
Q4 | $842K | Buy |
3,379
+1,916
| +131% | +$477K | 0.2% | 125 |
|
|
2018
Q3 | $389K | Buy |
1,463
+188
| +15% | +$50K | 0.09% | 222 |
|
|
2018
Q2 | $313K | Buy |
+1,275
| New | +$313K | 0.07% | 261 |
|
|
2018
Q1 | – | Sell |
-1,054
| Closed | -$232K | – | 346 |
|
|
2017
Q4 | $232K | Sell |
1,054
-50
| -5% | -$11K | 0.08% | 274 |
|
|
2017
Q3 | $216K | Buy |
+1,104
| New | +$216K | 0.09% | 240 |
|