AI
Atom Investors’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $521K | Buy |
1,671
+701
| +72% | +$219K | 0.05% | 346 |
|
2025
Q1 | $508K | Hold |
970
| – | – | 0.06% | 294 |
|
2024
Q4 | $491K | Sell |
970
-20,706
| -96% | -$10.5M | 0.06% | 313 |
|
2024
Q3 | $12.7M | Buy |
21,676
+21,259
| +5,098% | +$12.4M | 1.33% | 4 |
|
2024
Q2 | $212K | Buy |
+417
| New | +$212K | 0.02% | 419 |
|
2023
Q2 | – | Sell |
-556
| Closed | -$263K | – | 371 |
|
2023
Q1 | $263K | Buy |
+556
| New | +$263K | 0.14% | 167 |
|
2021
Q3 | – | Sell |
-4,303
| Closed | -$1.72M | – | 371 |
|
2021
Q2 | $1.72M | Buy |
+4,303
| New | +$1.72M | 0.22% | 73 |
|
2020
Q4 | – | Sell |
-20,396
| Closed | -$6.36M | – | 566 |
|
2020
Q3 | $6.36M | Buy |
20,396
+10,105
| +98% | +$3.15M | 0.61% | 33 |
|
2020
Q2 | $3.04M | Sell |
10,291
-48,476
| -82% | -$14.3M | 0.2% | 85 |
|
2020
Q1 | $14.7M | Buy |
58,767
+43,960
| +297% | +$11M | 1.29% | 16 |
|
2019
Q4 | $4.35M | Buy |
14,807
+2,309
| +18% | +$679K | 0.36% | 84 |
|
2019
Q3 | $2.72M | Sell |
12,498
-8,078
| -39% | -$1.76M | 0.19% | 128 |
|
2019
Q2 | $5.02M | Sell |
20,576
-8,595
| -29% | -$2.1M | 0.33% | 99 |
|
2019
Q1 | $7.21M | Buy |
29,171
+26,342
| +931% | +$6.51M | 0.61% | 48 |
|
2018
Q4 | $705K | Buy |
+2,829
| New | +$705K | 0.07% | 391 |
|