Aveo Capital 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 | – | Sell |
-543
| Closed | -$212K | – | 144 |
|
|
2025
Q1 | $212K | Sell |
543
-1,169
| -68% | -$457K | 0.04% | 169 |
|
|
2024
Q4 | $866K | Sell |
1,712
-356
| -17% | -$180K | 0.09% | 143 |
|
|
2024
Q3 | $1.21M | Buy |
2,068
+108
| +6% | +$63.1K | 0.13% | 117 |
|
|
2024
Q2 | $998K | Sell |
1,960
-167
| -8% | -$85K | 0.11% | 129 |
|
|
2024
Q1 | $1.05M | Sell |
2,127
-37
| -2% | -$18.2K | 0.11% | 139 |
|
|
2023
Q4 | $1.14M | Buy |
2,164
+416
| +24% | +$219K | 0.14% | 120 |
|
|
2023
Q3 | $881K | Sell |
1,748
-6
| -0.3% | -$3.02K | 0.12% | 135 |
|
|
2023
Q2 | $843K | Buy |
1,754
+118
| +7% | +$56.7K | 0.11% | 144 |
|
|
2023
Q1 | $773K | Buy |
1,636
+54
| +3% | +$25.5K | 0.1% | 142 |
|
|
2022
Q4 | $839K | Buy |
1,582
+260
| +20% | +$138K | 0.13% | 127 |
|
|
2022
Q3 | $668K | Buy |
1,322
+111
| +9% | +$56.1K | 0.12% | 134 |
|
|
2022
Q2 | $622K | Buy |
1,211
+109
| +10% | +$56K | 0.1% | 152 |
|
|
2022
Q1 | $562K | Sell |
1,102
-107
| -9% | -$54.6K | 0.1% | 165 |
|
|
2021
Q4 | $607K | Buy |
1,209
+30
| +3% | +$15.1K | 0.11% | 156 |
|
|
2021
Q3 | $461K | Sell |
1,179
-15
| -1% | -$5.87K | 0.1% | 164 |
|
|
2021
Q2 | $478K | Buy |
1,194
+48
| +4% | +$19.2K | 0.11% | 169 |
|
|
2021
Q1 | $426K | Buy |
+1,146
| New | +$426K | 0.11% | 155 |
|
|
2020
Q4 | – | Sell |
-803
| Closed | -$250K | – | 168 |
|
|
2020
Q3 | $250K | Buy |
+803
| New | +$250K | 0.09% | 167 |
|
|
2018
Q4 | – | Sell |
-803
| Closed | -$211K | – | 149 |
|
|
2018
Q3 | $211K | Sell |
803
-134
| -14% | -$35.2K | 0.09% | 129 |
|
|
2018
Q2 | $230K | Sell |
937
-208
| -18% | -$51.1K | 0.1% | 124 |
|
|
2018
Q1 | $245K | Buy |
1,145
+154
| +16% | +$33K | 0.1% | 117 |
|
|
2017
Q4 | $218K | Sell |
991
-91
| -8% | -$20K | 0.07% | 132 |
|
|
2017
Q3 | $212K | Sell |
1,082
-25
| -2% | -$4.9K | 0.07% | 124 |
|
|
2017
Q2 | $205K | Buy |
+1,107
| New | +$205K | 0.07% | 121 |
|
|
2017
Q1 | – | Sell |
-1,963
| Closed | -$314K | – | 225 |
|
|
2016
Q4 | $314K | Buy |
+1,963
| New | +$314K | 0.09% | 140 |
|