Aufman Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
663
| – | – | 0.13% | 61 |
|
|
2025
Q1 | $347K | Buy |
663
+1
| +0.2% | +$523 | 0.24% | 36 |
|
|
2024
Q4 | $335K | Hold |
662
| – | – | 0.23% | 37 |
|
|
2024
Q3 | $387K | Buy |
662
+30
| +5% | +$17.6K | 0.25% | 35 |
|
|
2024
Q2 | $322K | Buy |
632
+7
| +1% | +$3.57K | 0.23% | 30 |
|
|
2024
Q1 | $309K | Hold |
625
| – | – | 0.22% | 32 |
|
|
2023
Q4 | $329K | Hold |
625
| – | – | 0.25% | 29 |
|
|
2023
Q3 | $315K | Hold |
625
| – | – | 0.26% | 28 |
|
|
2023
Q2 | $301K | Sell |
625
-310
| -33% | -$149K | 0.25% | 31 |
|
|
2023
Q1 | $442K | Buy |
935
+1
| +0.1% | +$472 | 0.38% | 24 |
|
|
2022
Q4 | $495K | Buy |
934
+1
| +0.1% | +$530 | 0.46% | 19 |
|
|
2022
Q3 | $471K | Buy |
933
+1
| +0.1% | +$505 | 0.5% | 18 |
|
|
2022
Q2 | $478K | Buy |
932
+1
| +0.1% | +$513 | 0.45% | 21 |
|
|
2022
Q1 | $475K | Buy |
931
+1
| +0.1% | +$510 | 0.37% | 23 |
|
|
2021
Q4 | $467K | Buy |
930
+11
| +1% | +$5.52K | 0.35% | 22 |
|
|
2021
Q3 | $359K | Buy |
919
+1
| +0.1% | +$391 | 0.3% | 25 |
|
|
2021
Q2 | $367K | Buy |
+918
| New | +$367K | 0.28% | 25 |
|