Asset Advisors Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $963K | Sell |
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|
2024
Q4 | $942K | Hold |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $968K | Sell |
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|
2024
Q1 | $951K | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.12M | Hold |
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $1.23M | Hold |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $860K | Hold |
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|
2021
Q2 | $881K | Hold |
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|
2021
Q1 | $828K | Sell |
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|
2020
Q4 | $776K | Buy |
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|
2020
Q3 | $686K | Sell |
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|
2020
Q2 | $649K | Sell |
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|
2020
Q1 | $699K | Buy |
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|
2019
Q4 | $807K | Sell |
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|
2019
Q3 | $616K | Buy |
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|
2019
Q2 | $683K | Hold |
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|
2019
Q1 | $692K | Sell |
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|
2018
Q4 | $922K | Hold |
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|
2018
Q3 | $984K | Buy |
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