Aufman Associates’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 | $207K | Hold |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $367K | Buy |
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