Aspiriant LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,361
-856
| -20% | -$267K | 0.03% | 145 |
|
|
2025
Q1 | $2.21M | Sell |
4,217
-281
| -6% | -$147K | 0.08% | 90 |
|
|
2024
Q4 | $2.28M | Buy |
4,498
+16
| +0.4% | +$8.09K | 0.08% | 90 |
|
|
2024
Q3 | $2.62M | Buy |
4,482
+174
| +4% | +$102K | 0.1% | 85 |
|
|
2024
Q2 | $2.19M | Sell |
4,308
-1,759
| -29% | -$896K | 0.09% | 86 |
|
|
2024
Q1 | $3M | Buy |
6,067
+266
| +5% | +$132K | 0.12% | 77 |
|
|
2023
Q4 | $3.05M | Buy |
5,801
+686
| +13% | +$361K | 0.14% | 69 |
|
|
2023
Q3 | $2.58M | Buy |
5,115
+507
| +11% | +$256K | 0.13% | 75 |
|
|
2023
Q2 | $2.22M | Buy |
4,608
+172
| +4% | +$82.7K | 0.11% | 87 |
|
|
2023
Q1 | $2.1M | Sell |
4,436
-103
| -2% | -$48.7K | 0.11% | 85 |
|
|
2022
Q4 | $2.41M | Buy |
4,539
+494
| +12% | +$262K | 0.12% | 77 |
|
|
2022
Q3 | $2.04M | Buy |
4,045
+274
| +7% | +$138K | 0.1% | 82 |
|
|
2022
Q2 | $1.94M | Buy |
3,771
+6
| +0.2% | +$3.08K | 0.09% | 83 |
|
|
2022
Q1 | $1.92M | Buy |
3,765
+279
| +8% | +$142K | 0.11% | 90 |
|
|
2021
Q4 | $1.75M | Buy |
3,486
+706
| +25% | +$355K | 0.09% | 94 |
|
|
2021
Q3 | $1.09M | Sell |
2,780
-196
| -7% | -$76.5K | 0.06% | 114 |
|
|
2021
Q2 | $1.19M | Buy |
2,976
+219
| +8% | +$87.9K | 0.07% | 102 |
|
|
2021
Q1 | $1.03M | Buy |
2,757
+110
| +4% | +$40.9K | 0.07% | 104 |
|
|
2020
Q4 | $928K | Buy |
2,647
+80
| +3% | +$28K | 0.06% | 106 |
|
|
2020
Q3 | $799K | Sell |
2,567
-130
| -5% | -$40.5K | 0.06% | 116 |
|
|
2020
Q2 | $796K | Sell |
2,697
-30
| -1% | -$8.85K | 0.07% | 101 |
|
|
2020
Q1 | $679K | Sell |
2,727
-71
| -3% | -$17.7K | 0.07% | 103 |
|
|
2019
Q4 | $822K | Buy |
2,798
+35
| +1% | +$10.3K | 0.08% | 104 |
|
|
2019
Q3 | $601K | Sell |
2,763
-520
| -16% | -$113K | 0.05% | 132 |
|
|
2019
Q2 | $802K | Sell |
3,283
-116
| -3% | -$28.3K | 0.07% | 127 |
|
|
2019
Q1 | $840K | Sell |
3,399
-61
| -2% | -$15.1K | 0.07% | 120 |
|
|
2018
Q4 | $862K | Buy |
3,460
+285
| +9% | +$71K | 0.07% | 112 |
|
|
2018
Q3 | $845K | Sell |
3,175
-79
| -2% | -$21K | 0.07% | 117 |
|
|
2018
Q2 | $798K | Sell |
3,254
-104
| -3% | -$25.5K | 0.07% | 124 |
|
|
2018
Q1 | $719K | Buy |
+3,358
| New | +$719K | 0.06% | 124 |
|
|
2017
Q4 | – | Sell |
-1,594
| Closed | -$312K | – | 171 |
|
|
2017
Q3 | $312K | Sell |
1,594
-586
| -27% | -$115K | 0.03% | 161 |
|
|
2017
Q2 | $404K | Buy |
2,180
+467
| +27% | +$86.5K | 0.04% | 155 |
|
|
2017
Q1 | $280K | Sell |
1,713
-719
| -30% | -$118K | 0.02% | 177 |
|
|
2016
Q4 | $389K | Buy |
2,432
+37
| +2% | +$5.92K | 0.04% | 148 |
|
|
2016
Q3 | $335K | Buy |
+2,395
| New | +$335K | 0.03% | 159 |
|
|
2016
Q2 | – | Sell |
-2,735
| Closed | -$353K | – | 191 |
|
|
2016
Q1 | $353K | Buy |
+2,735
| New | +$353K | 0.03% | 147 |
|
|
2015
Q4 | – | Sell |
-4,843
| Closed | -$588K | – | 94 |
|
|
2015
Q3 | $588K | Buy |
4,843
+500
| +12% | +$60.7K | 0.05% | 63 |
|
|
2015
Q2 | $530K | Buy |
+4,343
| New | +$530K | 0.05% | 72 |
|