Armbruster Capital Management’s UnitedHealth UNH Stock Holding History

Armbruster Capital Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$367K	Hold	1,175	–	–	0.07%	104
2025 Q1	$615K	Sell	1,175 -3	-0.3%	-$1.57K	0.12%	72
2024 Q4	$596K	Hold	1,178	–	–	0.12%	74
2024 Q3	$689K	Buy	1,178 +3	+0.3%	+$1.75K	0.14%	70
2024 Q2	$598K	Hold	1,175	–	–	0.12%	66
2024 Q1	$581K	Hold	1,175	–	–	0.12%	64
2023 Q4	$619K	Sell	1,175 -50	-4%	-$26.3K	0.14%	59
2023 Q3	$618K	Hold	1,225	–	–	0.16%	56
2023 Q2	$589K	Hold	1,225	–	–	0.14%	57
2023 Q1	$579K	Hold	1,225	–	–	0.15%	56
2022 Q4	$649K	Hold	1,225	–	–	0.17%	53
2022 Q3	$619K	Hold	1,225	–	–	0.18%	56
2022 Q2	$629K	Sell	1,225 -75	-6%	-$38.5K	0.17%	58
2022 Q1	$663K	Hold	1,300	–	–	0.16%	60
2021 Q4	$653K	Hold	1,300	–	–	0.15%	66
2021 Q3	$508K	Hold	1,300	–	–	0.15%	56
2021 Q2	$521K	Hold	1,300	–	–	0.15%	57
2021 Q1	$484K	Hold	1,300	–	–	0.14%	52
2020 Q4	$456K	Hold	1,300	–	–	0.15%	52
2020 Q3	$405K	Hold	1,300	–	–	0.16%	55
2020 Q2	$383K	Hold	1,300	–	–	0.15%	54
2020 Q1	$324K	Sell	1,300 -148	-10%	-$36.9K	0.15%	59
2019 Q4	$426K	Hold	1,448	–	–	0.16%	50
2019 Q3	$315K	Sell	1,448 -16	-1%	-$3.48K	0.13%	60
2019 Q2	$357K	Buy	1,464 +16	+1%	+$3.9K	0.15%	56
2019 Q1	$358K	Buy	1,448 +148	+11%	+$36.6K	0.15%	54
2018 Q4	$324K	Sell	1,300 -106	-8%	-$26.4K	0.16%	53
2018 Q3	$374K	Buy	1,406 +106	+8%	+$28.2K	0.16%	51
2018 Q2	$319K	Hold	1,300	–	–	0.15%	51
2018 Q1	$278K	Sell	1,300 -96	-7%	-$20.5K	0.13%	53
2017 Q4	$308K	Hold	1,396	–	–	0.14%	47
2017 Q3	$273K	Hold	1,396	–	–	0.14%	48
2017 Q2	$259K	Buy	1,396 +96	+7%	+$17.8K	0.14%	50
2017 Q1	$213K	Hold	1,300	–	–	0.12%	57
2016 Q4	$208K	Hold	1,300	–	–	0.12%	61
2016 Q3	$182K	Hold	1,300	–	–	0.11%	70
2016 Q2	$184K	Hold	1,300	–	–	0.12%	69
2016 Q1	$168K	Sell	1,300 -100	-7%	-$12.9K	0.11%	71
2015 Q4	$165K	Buy	+1,400	New	+$165K	0.15%	73