Ascension Capital 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 | – | Sell |
-400
| Closed | -$210K | – | 42 |
|
|
2025
Q1 | $210K | Hold |
400
| – | – | 0.1% | 36 |
|
|
2024
Q4 | $202K | Hold |
400
| – | – | 0.09% | 37 |
|
|
2024
Q3 | $234K | Buy |
+400
| New | +$234K | 0.11% | 35 |
|
|
2023
Q4 | – | Sell |
-429
| Closed | -$216K | – | 39 |
|
|
2023
Q3 | $216K | Buy |
+429
| New | +$216K | 0.12% | 35 |
|