Avestar Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
4,206
-2,992
| -42% | -$933K | 0.09% | 147 |
|
|
2025
Q1 | $3.77M | Sell |
7,198
-106
| -1% | -$55.5K | 0.33% | 55 |
|
|
2024
Q4 | $3.69M | Buy |
7,304
+518
| +8% | +$262K | 0.31% | 60 |
|
|
2024
Q3 | $3.97M | Sell |
6,786
-132
| -2% | -$77.2K | 0.41% | 49 |
|
|
2024
Q2 | $3.52M | Sell |
6,918
-55
| -0.8% | -$28K | 0.36% | 51 |
|
|
2024
Q1 | $3.45M | Buy |
6,973
+975
| +16% | +$482K | 0.36% | 51 |
|
|
2023
Q4 | $3.16M | Buy |
5,998
+766
| +15% | +$403K | 0.36% | 46 |
|
|
2023
Q3 | $2.64M | Buy |
5,232
+140
| +3% | +$70.6K | 0.38% | 49 |
|
|
2023
Q2 | $2.45M | Sell |
5,092
-59
| -1% | -$28.4K | 0.39% | 41 |
|
|
2023
Q1 | $2.43M | Sell |
5,151
-235
| -4% | -$111K | 0.43% | 41 |
|
|
2022
Q4 | $2.86M | Sell |
5,386
-401
| -7% | -$213K | 0.52% | 39 |
|
|
2022
Q3 | $2.92M | Buy |
5,787
+133
| +2% | +$67.2K | 0.74% | 31 |
|
|
2022
Q2 | $2.9M | Sell |
5,654
-3,352
| -37% | -$1.72M | 0.71% | 30 |
|
|
2022
Q1 | $4.59M | Sell |
9,006
-237
| -3% | -$121K | 0.73% | 22 |
|
|
2021
Q4 | $4.64M | Buy |
9,243
+1,685
| +22% | +$846K | 0.57% | 25 |
|
|
2021
Q3 | $2.95M | Buy |
7,558
+423
| +6% | +$165K | 0.38% | 38 |
|
|
2021
Q2 | $2.86M | Buy |
7,135
+1,440
| +25% | +$577K | 0.38% | 43 |
|
|
2021
Q1 | $2.25M | Buy |
5,695
+1,653
| +41% | +$652K | 0.5% | 34 |
|
|
2020
Q4 | $1.42M | Buy |
4,042
+1,298
| +47% | +$455K | 0.39% | 46 |
|
|
2020
Q3 | $886K | Buy |
2,744
+132
| +5% | +$42.6K | 0.29% | 75 |
|
|
2020
Q2 | $770K | Sell |
2,612
-350
| -12% | -$103K | 0.34% | 75 |
|
|
2020
Q1 | $739K | Buy |
2,962
+109
| +4% | +$27.2K | 0.4% | 68 |
|
|
2019
Q4 | $838K | Sell |
2,853
-143
| -5% | -$42K | 0.47% | 53 |
|
|
2019
Q3 | $651K | Buy |
2,996
+747
| +33% | +$162K | 0.4% | 56 |
|
|
2019
Q2 | $526K | Sell |
2,249
-63
| -3% | -$14.7K | 0.33% | 57 |
|
|
2019
Q1 | $549K | Sell |
2,312
-55
| -2% | -$13.1K | 0.36% | 51 |
|
|
2018
Q4 | $558K | Sell |
2,367
-133
| -5% | -$31.4K | 0.38% | 49 |
|
|
2018
Q3 | $641K | Buy |
2,500
+20
| +0.8% | +$5.13K | 0.37% | 42 |
|
|
2018
Q2 | $582K | Buy |
2,480
+355
| +17% | +$83.3K | 0.37% | 47 |
|
|
2018
Q1 | $431K | Buy |
2,125
+255
| +14% | +$51.7K | 0.28% | 54 |
|
|
2017
Q4 | $393K | Buy |
+1,870
| New | +$393K | 0.29% | 48 |
|