ARS Wealth Advisors Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28,650
| Closed | -$15M | – | 193 |
|
|
2025
Q1 | $15M | Buy |
28,650
+1,004
| +4% | +$526K | 2.12% | 20 |
|
|
2024
Q4 | $14M | Buy |
27,646
+165
| +0.6% | +$83.5K | 1.92% | 22 |
|
|
2024
Q3 | $16.1M | Buy |
27,481
+515
| +2% | +$301K | 1.97% | 21 |
|
|
2024
Q2 | $13.7M | Buy |
26,966
+848
| +3% | +$432K | 1.78% | 21 |
|
|
2024
Q1 | $12.9M | Buy |
26,118
+3,835
| +17% | +$1.9M | 1.74% | 21 |
|
|
2023
Q4 | $11.7M | Buy |
22,283
+19,708
| +765% | +$10.4M | 1.74% | 22 |
|
|
2023
Q3 | $1.3M | Sell |
2,575
-32
| -1% | -$16.1K | 0.21% | 59 |
|
|
2023
Q2 | $1.25M | Buy |
2,607
+164
| +7% | +$78.8K | 0.2% | 57 |
|
|
2023
Q1 | $1.15M | Sell |
2,443
-123
| -5% | -$58.1K | 0.21% | 51 |
|
|
2022
Q4 | $1.36M | Sell |
2,566
-50
| -2% | -$26.5K | 0.22% | 58 |
|
|
2022
Q3 | $1.32M | Sell |
2,616
-44
| -2% | -$22.2K | 0.2% | 65 |
|
|
2022
Q2 | $1.37M | Buy |
2,660
+325
| +14% | +$167K | 0.19% | 76 |
|
|
2022
Q1 | $1.19M | Sell |
2,335
-99
| -4% | -$50.5K | 0.21% | 52 |
|
|
2021
Q4 | $1.22M | Sell |
2,434
-285
| -10% | -$143K | 0.21% | 48 |
|
|
2021
Q3 | $1.06M | Buy |
+2,719
| New | +$1.06M | 0.19% | 51 |
|