Avantax Advisory Services’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 | $24.1M | Buy |
77,338
+7,818
| +11% | +$2.99M | 0.13% | 121 |
|
|
2025
Q1 | $36.4M | Buy |
69,520
+1,570
| +2% | +$803K | 0.22% | 69 |
|
|
2024
Q4 | $34.4M | Buy |
67,950
+315
| +0.5% | +$179K | 0.22% | 69 |
|
|
2024
Q3 | $39.5M | Sell |
67,635
-3,867
| -5% | -$2.19M | 0.26% | 55 |
|
|
2024
Q2 | $36.4M | Buy |
71,502
+33,872
| +90% | +$16.6M | 0.26% | 54 |
|
|
2024
Q1 | $18.6M | Buy |
37,630
+5,074
| +16% | +$2.58M | 0.17% | 97 |
|
|
2023
Q4 | $17.1M | Buy |
32,556
+266
| +0.8% | +$142K | 0.17% | 100 |
|
|
2023
Q3 | $16.3M | Sell |
32,290
-74
| -0.2% | -$36.4K | 0.18% | 94 |
|
|
2023
Q2 | $15.6M | Buy |
32,364
+806
| +3% | +$394K | 0.18% | 95 |
|
|
2023
Q1 | $14.9M | Buy |
31,558
+2,087
| +7% | +$1.01M | 0.18% | 94 |
|
|
2022
Q4 | $15.6M | Buy |
29,471
+4,718
| +19% | +$2.5M | 0.21% | 81 |
|
|
2022
Q3 | $12.5M | Buy |
24,753
+1,068
| +5% | +$562K | 0.19% | 85 |
|
|
2022
Q2 | $12.2M | Buy |
23,685
+334
| +1% | +$168K | 0.18% | 86 |
|
|
2022
Q1 | $11.9M | Buy |
23,351
+3,182
| +16% | +$1.53M | 0.16% | 96 |
|
|
2021
Q4 | $10.1M | Buy |
20,169
+2,592
| +15% | +$1.17M | 0.15% | 108 |
|
|
2021
Q3 | $6.88M | Buy |
17,577
+588
| +3% | +$244K | 0.11% | 134 |
|
|
2021
Q2 | $6.8M | Buy |
16,989
+764
| +5% | +$305K | 0.12% | 130 |
|
|
2021
Q1 | $6.04M | Sell |
16,225
-158
| -1% | -$54.7K | 0.13% | 128 |
|
|
2020
Q4 | $5.75M | Sell |
16,383
-18,411
| -53% | -$6.17M | 0.14% | 119 |
|
|
2020
Q3 | $10.8M | Buy |
34,794
+20,708
| +147% | +$6.36M | 0.17% | 103 |
|
|
2020
Q2 | $4.16M | Sell |
14,086
-40
| -0.3% | -$11.5K | 0.12% | 131 |
|
|
2020
Q1 | $3.52M | Sell |
14,126
-5,187
| -27% | -$1.43M | 0.11% | 134 |
|
|
2019
Q4 | $5.68M | Buy |
19,313
+4,869
| +34% | +$1.27M | 0.13% | 103 |
|
|
2019
Q3 | $3.14M | Buy |
14,444
+6,726
| +87% | +$1.62M | 0.13% | 85 |
|
|
2019
Q2 | $1.88M | Buy |
7,718
+82
| +1% | +$19.7K | 0.08% | 125 |
|
|
2019
Q1 | $1.89M | Sell |
7,636
-1,622
| -18% | -$414K | 0.1% | 108 |
|
|
2018
Q4 | $2.31M | Buy |
+9,258
| New | +$2.45M | 0.39% | 66 |
|
Other funds holding UNH
