Atlas Capital Advisors’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 | $680K | Sell |
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|
2025
Q1 | $1.37M | Hold |
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|
2024
Q4 | $1.32M | Hold |
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|
2024
Q3 | $1.52M | Hold |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.31M | Hold |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.34M | Hold |
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|
2023
Q2 | $1.28M | Hold |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.41M | Hold |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $958K | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.25M | Hold |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $859K | Buy |
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|
2019
Q1 | $856K | Sell |
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|
2018
Q4 | $1.27M | Sell |
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|
2018
Q3 | $1.4M | Buy |
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|
2018
Q2 | $918K | Sell |
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|
2018
Q1 | $1.37M | Buy |
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