Avantax Planning 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 | $1.35M | Buy |
4,329
+652
| +18% | +$203K | 0.04% | 166 |
|
|
2025
Q1 | $1.93M | Sell |
3,677
-258
| -7% | -$135K | 0.07% | 130 |
|
|
2024
Q4 | $1.99M | Buy |
3,935
+250
| +7% | +$126K | 0.07% | 124 |
|
|
2024
Q3 | $2.15M | Sell |
3,685
-2,089
| -36% | -$1.22M | 0.08% | 124 |
|
|
2024
Q2 | $2.94M | Sell |
5,774
-975
| -14% | -$497K | 0.09% | 112 |
|
|
2024
Q1 | $3.34M | Buy |
6,749
+1,276
| +23% | +$631K | 0.11% | 112 |
|
|
2023
Q4 | $2.88M | Sell |
5,473
-244
| -4% | -$128K | 0.11% | 91 |
|
|
2023
Q3 | $2.88M | Buy |
5,717
+321
| +6% | +$162K | 0.12% | 85 |
|
|
2023
Q2 | $2.59M | Buy |
5,396
+50
| +0.9% | +$24K | 0.1% | 92 |
|
|
2023
Q1 | $2.53M | Sell |
5,346
-603
| -10% | -$285K | 0.1% | 92 |
|
|
2022
Q4 | $3.15M | Sell |
5,949
-127
| -2% | -$67.3K | 0.13% | 81 |
|
|
2022
Q3 | $3.07M | Sell |
6,076
-385
| -6% | -$194K | 0.14% | 77 |
|
|
2022
Q2 | $3.32M | Buy |
6,461
+841
| +15% | +$432K | 0.14% | 77 |
|
|
2022
Q1 | $2.87M | Sell |
5,620
-30
| -0.5% | -$15.3K | 0.11% | 83 |
|
|
2021
Q4 | $2.84M | Buy |
5,650
+312
| +6% | +$157K | 0.12% | 77 |
|
|
2021
Q3 | $2.09M | Buy |
5,338
+698
| +15% | +$273K | 0.1% | 86 |
|
|
2021
Q2 | $1.86M | Buy |
4,640
+87
| +2% | +$34.8K | 0.09% | 91 |
|
|
2021
Q1 | $1.69M | Sell |
4,553
-1,375
| -23% | -$512K | 0.09% | 93 |
|
|
2020
Q4 | $2.08M | Sell |
5,928
-271
| -4% | -$95K | 0.11% | 80 |
|
|
2020
Q3 | $1.93M | Sell |
6,199
-277
| -4% | -$86.4K | 0.1% | 85 |
|
|
2020
Q2 | $1.91M | Buy |
6,476
+683
| +12% | +$201K | 0.11% | 80 |
|
|
2020
Q1 | $1.45M | Buy |
5,793
+1,458
| +34% | +$364K | 0.1% | 81 |
|
|
2019
Q4 | $1.27M | Buy |
4,335
+106
| +3% | +$31.2K | 0.08% | 98 |
|
|
2019
Q3 | $919K | Buy |
4,229
+184
| +5% | +$40K | 0.06% | 113 |
|
|
2019
Q2 | $1M | Sell |
4,045
-38
| -0.9% | -$9.41K | 0.06% | 104 |
|
|
2019
Q1 | $1.01M | Buy |
4,083
+436
| +12% | +$108K | 0.07% | 104 |
|
|
2018
Q4 | $909K | Buy |
3,647
+421
| +13% | +$105K | 0.07% | 99 |
|
|
2018
Q3 | $858K | Sell |
3,226
-57
| -2% | -$15.2K | 0.07% | 93 |
|
|
2018
Q2 | $805K | Sell |
3,283
-226
| -6% | -$55.4K | 0.07% | 97 |
|
|
2018
Q1 | $755K | Buy |
3,509
+160
| +5% | +$34.4K | 0.06% | 124 |
|
|
2017
Q4 | $738K | Sell |
3,349
-1,745
| -34% | -$385K | 0.07% | 127 |
|
|
2017
Q3 | $998K | Buy |
5,094
+405
| +9% | +$79.3K | 0.08% | 121 |
|
|
2017
Q2 | $869K | Buy |
4,689
+1,410
| +43% | +$261K | 0.07% | 123 |
|
|
2017
Q1 | $538K | Sell |
3,279
-236
| -7% | -$38.7K | 0.05% | 171 |
|
|
2016
Q4 | $563K | Buy |
+3,515
| New | +$563K | 0.06% | 154 |
|