Argent 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 | $202K | Sell |
649
-3
| -0.5% | -$936 | 0.06% | 148 |
|
|
2025
Q1 | $341K | Sell |
652
-1,586
| -71% | -$831K | 0.11% | 120 |
|
|
2024
Q4 | $1.13M | Buy |
2,238
+88
| +4% | +$44.5K | 0.42% | 66 |
|
|
2024
Q3 | $1.26M | Sell |
2,150
-6
| -0.3% | -$3.51K | 0.47% | 59 |
|
|
2024
Q2 | $1.1M | Buy |
2,156
+63
| +3% | +$32.1K | 0.44% | 64 |
|
|
2024
Q1 | $1.04M | Buy |
2,093
+193
| +10% | +$95.5K | 0.41% | 66 |
|
|
2023
Q4 | $1M | Sell |
1,900
-4
| -0.2% | -$2.11K | 0.44% | 64 |
|
|
2023
Q3 | $960K | Buy |
1,904
+11
| +0.6% | +$5.55K | 0.44% | 58 |
|
|
2023
Q2 | $910K | Buy |
1,893
+101
| +6% | +$48.5K | 0.42% | 64 |
|
|
2023
Q1 | $847K | Buy |
1,792
+14
| +0.8% | +$6.62K | 0.4% | 67 |
|
|
2022
Q4 | $943K | Sell |
1,778
-1
| -0.1% | -$530 | 0.49% | 58 |
|
|
2022
Q3 | $899K | Sell |
1,779
-116
| -6% | -$58.6K | 0.52% | 52 |
|
|
2022
Q2 | $973K | Buy |
1,895
+37
| +2% | +$19K | 0.55% | 54 |
|
|
2022
Q1 | $948K | Buy |
1,858
+76
| +4% | +$38.8K | 0.51% | 59 |
|
|
2021
Q4 | $895K | Sell |
1,782
-58
| -3% | -$29.1K | 0.48% | 62 |
|
|
2021
Q3 | $719K | Buy |
1,840
+73
| +4% | +$28.5K | 0.41% | 67 |
|
|
2021
Q2 | $708K | Buy |
1,767
+111
| +7% | +$44.5K | 0.43% | 68 |
|
|
2021
Q1 | $616K | Sell |
1,656
-237
| -13% | -$88.2K | 0.4% | 74 |
|
|
2020
Q4 | $664K | Buy |
1,893
+13
| +0.7% | +$4.56K | 0.41% | 67 |
|
|
2020
Q3 | $586K | Buy |
1,880
+141
| +8% | +$44K | 0.4% | 71 |
|
|
2020
Q2 | $512K | Buy |
1,739
+623
| +56% | +$183K | 0.39% | 68 |
|
|
2020
Q1 | $278K | Buy |
1,116
+637
| +133% | +$159K | 0.28% | 87 |
|
|
2019
Q4 | $141K | Buy |
+479
| New | +$141K | 0.11% | 128 |
|