Ausdal Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.6M | Buy |
11,543
+9,246
| +403% | +$2.88M | 0.24% | 103 |
|
2025
Q1 | $1.2M | Buy |
2,297
+541
| +31% | +$283K | 0.09% | 214 |
|
2024
Q4 | $888K | Buy |
1,756
+134
| +8% | +$67.8K | 0.08% | 227 |
|
2024
Q3 | $949K | Sell |
1,622
-29
| -2% | -$17K | 0.1% | 202 |
|
2024
Q2 | $841K | Sell |
1,651
-9
| -0.5% | -$4.58K | 0.09% | 203 |
|
2024
Q1 | $821K | Sell |
1,660
-30
| -2% | -$14.8K | 0.1% | 195 |
|
2023
Q4 | $889K | Sell |
1,690
-9
| -0.5% | -$4.74K | 0.11% | 169 |
|
2023
Q3 | $857K | Sell |
1,699
-184
| -10% | -$92.8K | 0.12% | 167 |
|
2023
Q2 | $905K | Sell |
1,883
-217
| -10% | -$104K | 0.12% | 170 |
|
2023
Q1 | $993K | Buy |
2,100
+39
| +2% | +$18.4K | 0.14% | 164 |
|
2022
Q4 | $1.09M | Sell |
2,061
-215
| -9% | -$114K | 0.16% | 156 |
|
2022
Q3 | $1.15M | Buy |
2,276
+25
| +1% | +$12.6K | 0.18% | 135 |
|
2022
Q2 | $1.16M | Sell |
2,251
-5
| -0.2% | -$2.57K | 0.17% | 155 |
|
2022
Q1 | $1.15M | Buy |
2,256
+40
| +2% | +$20.4K | 0.16% | 167 |
|
2021
Q4 | $1.11M | Sell |
2,216
-110
| -5% | -$55.2K | 0.15% | 172 |
|
2021
Q3 | $909K | Buy |
2,326
+174
| +8% | +$68K | 0.14% | 188 |
|
2021
Q2 | $862K | Sell |
2,152
-227
| -10% | -$90.9K | 0.13% | 187 |
|
2021
Q1 | $885K | Buy |
2,379
+78
| +3% | +$29K | 0.15% | 167 |
|
2020
Q4 | $807K | Sell |
2,301
-434
| -16% | -$152K | 0.16% | 160 |
|
2020
Q3 | $790K | Buy |
2,735
+178
| +7% | +$51.4K | 0.19% | 143 |
|
2020
Q2 | $754K | Sell |
2,557
-19
| -0.7% | -$5.6K | 0.25% | 110 |
|
2020
Q1 | $727K | Sell |
2,576
-100
| -4% | -$28.2K | 0.26% | 103 |
|
2019
Q4 | $757K | Buy |
2,676
+184
| +7% | +$52.1K | 0.22% | 119 |
|
2019
Q3 | $542K | Buy |
2,492
+10
| +0.4% | +$2.18K | 0.19% | 139 |
|
2019
Q2 | $633K | Buy |
2,482
+899
| +57% | +$229K | 0.24% | 111 |
|
2019
Q1 | $391K | Buy |
1,583
+285
| +22% | +$70.4K | 0.16% | 164 |
|
2018
Q4 | $323K | Sell |
1,298
-303
| -19% | -$75.4K | 0.16% | 160 |
|
2018
Q3 | $426K | Buy |
1,601
+270
| +20% | +$71.8K | 0.12% | 217 |
|
2018
Q2 | $327K | Buy |
1,331
+355
| +36% | +$87.2K | 0.1% | 255 |
|
2018
Q1 | $209K | Buy |
+976
| New | +$209K | 0.07% | 319 |
|
2017
Q3 | – | Sell |
-2,489
| Closed | -$462K | – | 345 |
|
2017
Q2 | $462K | Sell |
2,489
-228
| -8% | -$42.3K | 0.2% | 146 |
|
2017
Q1 | $446K | Sell |
2,717
-65
| -2% | -$10.7K | 0.2% | 128 |
|
2016
Q4 | $445K | Buy |
2,782
+154
| +6% | +$24.6K | 0.21% | 126 |
|
2016
Q3 | $368K | Sell |
2,628
-146
| -5% | -$20.4K | 0.19% | 144 |
|
2016
Q2 | $392K | Buy |
2,774
+478
| +21% | +$67.5K | 0.2% | 133 |
|
2016
Q1 | $296K | Sell |
2,296
-8
| -0.3% | -$1.03K | 0.17% | 153 |
|
2015
Q4 | $271K | Buy |
+2,304
| New | +$271K | 0.14% | 168 |
|