AUA Capital Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-355	Closed	-$208K	–	84
2024 Q3	$208K	Sell	355 -40	-10%	-$23.4K	0.12%	78
2024 Q2	$201K	Buy	+395	New	+$201K	0.12%	78
2024 Q1	–	Sell	-445	Closed	-$234K	–	93
2023 Q4	$234K	Hold	445	–	–	0.15%	73
2023 Q3	$224K	Hold	445	–	–	0.16%	72
2023 Q2	$214K	Hold	445	–	–	0.15%	74
2023 Q1	$210K	Hold	445	–	–	0.14%	82
2022 Q4	$236K	Hold	445	–	–	0.16%	71
2022 Q3	$225K	Sell	445 -200	-31%	-$101K	0.15%	68
2022 Q2	$331K	Hold	645	–	–	0.19%	66
2022 Q1	$329K	Buy	645 +100	+18%	+$51K	0.18%	70
2021 Q4	$274K	Buy	545 +100	+22%	+$50.3K	0.16%	71
2021 Q3	$174K	Hold	445	–	–	0.11%	86
2021 Q2	$178K	Hold	445	–	–	0.11%	88
2021 Q1	$166K	Hold	445	–	–	0.11%	89
2020 Q4	$156K	Hold	445	–	–	0.11%	88
2020 Q3	$139K	Hold	445	–	–	0.12%	88
2020 Q2	$131K	Hold	445	–	–	0.13%	75
2020 Q1	$111K	Hold	445	–	–	0.11%	87
2019 Q4	$131K	Hold	445	–	–	0.11%	91
2019 Q3	$97K	Hold	445	–	–	0.08%	101
2019 Q2	$109K	Hold	445	–	–	0.09%	99
2019 Q1	$110K	Hold	445	–	–	0.09%	99
2018 Q4	$111K	Hold	445	–	–	0.1%	95
2018 Q3	$118K	Hold	445	–	–	0.09%	99
2018 Q2	$109K	Hold	445	–	–	0.1%	97
2018 Q1	$95K	Hold	445	–	–	0.08%	103
2017 Q4	$98K	Hold	445	–	–	0.09%	104
2017 Q3	$87K	Hold	445	–	–	0.08%	103
2017 Q2	$83K	Hold	445	–	–	0.07%	108
2017 Q1	$73K	Hold	445	–	–	0.07%	83
2016 Q4	$71K	Buy	+445	New	+$71K	0.07%	106