Arkadios 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 | $6.06M | Buy |
19,431
+4,081
| +27% | +$1.27M | 0.18% | 125 |
|
|
2025
Q1 | $8.04M | Buy |
15,350
+5,631
| +58% | +$2.95M | 0.3% | 62 |
|
|
2024
Q4 | $4.92M | Sell |
9,719
-1,601
| -14% | -$810K | 0.27% | 79 |
|
|
2024
Q3 | $6.62M | Buy |
11,320
+2,143
| +23% | +$1.25M | 0.37% | 55 |
|
|
2024
Q2 | $4.67M | Sell |
9,177
-235
| -2% | -$120K | 0.32% | 61 |
|
|
2024
Q1 | $4.66M | Buy |
9,412
+105
| +1% | +$51.9K | 0.36% | 58 |
|
|
2023
Q4 | $4.9M | Buy |
9,307
+27
| +0.3% | +$14.2K | 0.41% | 50 |
|
|
2023
Q3 | $4.68M | Buy |
9,280
+602
| +7% | +$304K | 0.44% | 50 |
|
|
2023
Q2 | $4.17M | Sell |
8,678
-112
| -1% | -$53.8K | 0.49% | 47 |
|
|
2023
Q1 | $4.15M | Buy |
8,790
+683
| +8% | +$323K | 0.49% | 45 |
|
|
2022
Q4 | $4.3M | Sell |
8,107
-4,649
| -36% | -$2.46M | 0.57% | 40 |
|
|
2022
Q3 | $6.44M | Sell |
12,756
-579
| -4% | -$292K | 0.98% | 15 |
|
|
2022
Q2 | $6.85M | Buy |
13,335
+54
| +0.4% | +$27.7K | 1.02% | 13 |
|
|
2022
Q1 | $6.77M | Sell |
13,281
-173
| -1% | -$88.2K | 0.89% | 16 |
|
|
2021
Q4 | $6.76M | Buy |
13,454
+7,501
| +126% | +$3.77M | 0.89% | 15 |
|
|
2021
Q3 | $2.33M | Buy |
5,953
+34
| +0.6% | +$13.3K | 0.34% | 78 |
|
|
2021
Q2 | $2.37M | Buy |
5,919
+915
| +18% | +$366K | 0.29% | 93 |
|
|
2021
Q1 | $1.86M | Buy |
5,004
+1,380
| +38% | +$514K | 0.31% | 83 |
|
|
2020
Q4 | $1.27M | Buy |
3,624
+1,927
| +114% | +$676K | 0.27% | 100 |
|
|
2020
Q3 | $560K | Sell |
1,697
-333
| -16% | -$110K | 0.28% | 82 |
|
|
2020
Q2 | $626K | Sell |
2,030
-80
| -4% | -$24.7K | 0.35% | 61 |
|
|
2020
Q1 | $526K | Buy |
2,110
+39
| +2% | +$9.73K | 0.34% | 71 |
|
|
2019
Q4 | $626K | Buy |
+2,071
| New | +$626K | 0.38% | 65 |
|