Aries Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-778
| Closed | -$257K | – | 245 |
|
|
2025
Q4 | $257K | Sell |
778
-243
| -24% | -$82.3K | 0.06% | 204 |
|
|
2025
Q3 | $353K | Sell |
1,021
-66
| -6% | -$20K | 0.08% | 172 |
|
|
2025
Q2 | $339K | Sell |
1,087
-3,320
| -75% | -$1.27M | 0.09% | 168 |
|
|
2025
Q1 | $2.31M | Buy |
4,407
+66
| +2% | +$33.7K | 0.63% | 45 |
|
|
2024
Q4 | $2.2M | Sell |
4,341
-60
| -1% | -$34.1K | 0.6% | 43 |
|
|
2024
Q3 | $2.57M | Buy |
4,401
+451
| +11% | +$255K | 0.71% | 37 |
|
|
2024
Q2 | $2.01M | Sell |
3,950
-24
| -0.6% | -$11.8K | 0.63% | 40 |
|
|
2024
Q1 | $1.97M | Sell |
3,974
-10
| -0.3% | -$5.08K | 0.63% | 42 |
|
|
2023
Q4 | $2.1M | Buy |
3,984
+47
| +1% | +$25.1K | 0.75% | 34 |
|
|
2023
Q3 | $2.12M | Buy |
3,937
+273
| +7% | +$134K | 0.83% | 31 |
|
|
2023
Q2 | $1.76M | Buy |
3,664
+131
| +4% | +$64.1K | 0.68% | 38 |
|
|
2023
Q1 | $1.67M | Buy |
3,533
+47
| +1% | +$22.7K | 0.68% | 42 |
|
|
2022
Q4 | $1.85M | Buy |
3,486
+9
| +0.3% | +$4.77K | 0.8% | 38 |
|
|
2022
Q3 | $1.93M | Buy |
3,477
+14
| +0.4% | +$7.36K | 0.85% | 34 |
|
|
2022
Q2 | $1.78M | Buy |
+3,463
| New | +$1.74M | 0.81% | 36 |
|
|
2022
Q1 | – | Sell |
-3,204
| Closed | -$1.61M | – | 213 |
|
|
2021
Q4 | $1.61M | Buy |
3,204
+56
| +2% | +$25.3K | 0.61% | 41 |
|
|
2021
Q3 | $1.23M | Buy |
3,148
+138
| +5% | +$57.2K | 0.52% | 52 |
|
|
2021
Q2 | $1.21M | Buy |
3,010
+78
| +3% | +$31.1K | 0.52% | 54 |
|
|
2021
Q1 | $1.1M | Buy |
2,932
+682
| +30% | +$236K | 0.49% | 56 |
|
|
2020
Q4 | $818K | Buy |
2,250
+90
| +4% | +$30.2K | 0.41% | 60 |
|
|
2020
Q3 | $673K | Buy |
2,160
+72
| +3% | +$22.1K | 0.38% | 61 |
|
|
2020
Q2 | $616K | Buy |
2,088
+13
| +0.6% | +$3.73K | 0.38% | 65 |
|
|
2020
Q1 | $499K | Buy |
2,075
+555
| +37% | +$153K | 0.38% | 69 |
|
|
2019
Q4 | $443K | Buy |
1,520
+20
| +1% | +$5.23K | 0.27% | 90 |
|
|
2019
Q3 | $333K | Sell |
1,500
-33
| -2% | -$7.96K | 0.22% | 102 |
|
|
2019
Q2 | $379K | Buy |
1,533
+303
| +25% | +$72.9K | 0.26% | 95 |
|
|
2019
Q1 | $304K | Buy |
+1,230
| New | +$314K | 0.23% | 101 |
|
|
2018
Q4 | – | Sell |
-879
| Closed | -$234K | – | 131 |
|
|
2018
Q3 | $234K | Hold |
879
| – | – | 0.21% | 111 |
|
|
2018
Q2 | $223K | Buy |
+879
| New | +$211K | 0.21% | 116 |
|
|
2018
Q1 | – | Sell |
-829
| Closed | -$202K | – | 137 |
|
|
2017
Q4 | $202K | Buy |
+829
| New | +$176K | 0.19% | 127 |
|
Other funds holding UNH
VCM
VPM
