Avalon Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Sell |
113
-2,111
| -95% | -$658K | ﹤0.01% | 287 |
|
|
2025
Q1 | $1.16M | Sell |
2,224
-531
| -19% | -$278K | 0.09% | 68 |
|
|
2024
Q4 | $1.39M | Buy |
2,755
+152
| +6% | +$76.9K | 0.1% | 65 |
|
|
2024
Q3 | $1.52M | Sell |
2,603
-561
| -18% | -$328K | 0.11% | 60 |
|
|
2024
Q2 | $1.61M | Sell |
3,164
-993
| -24% | -$506K | 0.13% | 59 |
|
|
2024
Q1 | $2.06M | Buy |
4,157
+2,333
| +128% | +$1.15M | 0.17% | 54 |
|
|
2023
Q4 | $960K | Hold |
1,824
| – | – | 0.09% | 68 |
|
|
2023
Q3 | $920K | Sell |
1,824
-64
| -3% | -$32.3K | 0.09% | 67 |
|
|
2023
Q2 | $907K | Hold |
1,888
| – | – | 0.08% | 71 |
|
|
2023
Q1 | $892K | Buy |
+1,888
| New | +$892K | 0.09% | 69 |
|