AAIM
Asset Advisors Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,838
| Closed | -$963K | – | 114 |
|
|
2025
Q1 | $963K | Sell |
1,838
-25
| -1% | -$13.1K | 0.1% | 76 |
|
|
2024
Q4 | $942K | Hold |
1,863
| – | – | 0.1% | 77 |
|
|
2024
Q3 | $1.09M | Sell |
1,863
-37
| -2% | -$21.6K | 0.11% | 71 |
|
|
2024
Q2 | $968K | Sell |
1,900
-22
| -1% | -$11.2K | 0.11% | 72 |
|
|
2024
Q1 | $951K | Sell |
1,922
-451
| -19% | -$223K | 0.11% | 66 |
|
|
2023
Q4 | $1.25M | Buy |
2,373
+18
| +0.8% | +$9.48K | 0.15% | 63 |
|
|
2023
Q3 | $1.19M | Buy |
2,355
+30
| +1% | +$15.1K | 0.16% | 66 |
|
|
2023
Q2 | $1.12M | Hold |
2,325
| – | – | 0.14% | 70 |
|
|
2023
Q1 | $1.1M | Hold |
2,325
| – | – | 0.14% | 70 |
|
|
2022
Q4 | $1.23M | Hold |
2,325
| – | – | 0.16% | 66 |
|
|
2022
Q3 | $1.17M | Hold |
2,325
| – | – | 0.17% | 66 |
|
|
2022
Q2 | $1.19M | Buy |
2,325
+62
| +3% | +$31.8K | 0.16% | 63 |
|
|
2022
Q1 | $1.15M | Buy |
2,263
+63
| +3% | +$32.1K | 0.13% | 67 |
|
|
2021
Q4 | $1.11M | Hold |
2,200
| – | – | 0.11% | 66 |
|
|
2021
Q3 | $860K | Hold |
2,200
| – | – | 0.1% | 68 |
|
|
2021
Q2 | $881K | Hold |
2,200
| – | – | 0.1% | 69 |
|
|
2021
Q1 | $828K | Sell |
2,200
-13
| -0.6% | -$4.89K | 0.1% | 69 |
|
|
2020
Q4 | $776K | Buy |
2,213
+13
| +0.6% | +$4.56K | 0.1% | 68 |
|
|
2020
Q3 | $686K | Sell |
2,200
-1
| -0% | -$312 | 0.1% | 65 |
|
|
2020
Q2 | $649K | Sell |
2,201
-600
| -21% | -$177K | 0.1% | 68 |
|
|
2020
Q1 | $699K | Buy |
2,801
+1
| +0% | +$250 | 0.13% | 70 |
|
|
2019
Q4 | $807K | Sell |
2,800
-36
| -1% | -$10.4K | 0.12% | 74 |
|
|
2019
Q3 | $616K | Buy |
2,836
+36
| +1% | +$7.82K | 0.1% | 73 |
|
|
2019
Q2 | $683K | Hold |
2,800
| – | – | 0.12% | 68 |
|
|
2019
Q1 | $692K | Sell |
2,800
-900
| -24% | -$222K | 0.12% | 68 |
|
|
2018
Q4 | $922K | Hold |
3,700
| – | – | 0.18% | 62 |
|
|
2018
Q3 | $984K | Buy |
+3,700
| New | +$984K | 0.16% | 66 |
|