Aviance 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 | $350K | Sell |
1,123
-1,768
| -61% | -$552K | 0.05% | 268 |
|
|
2025
Q1 | $1.51M | Sell |
2,891
-185
| -6% | -$96.9K | 0.21% | 107 |
|
|
2024
Q4 | $1.56M | Sell |
3,076
-124
| -4% | -$62.7K | 0.22% | 106 |
|
|
2024
Q3 | $1.87M | Sell |
3,200
-49
| -2% | -$28.7K | 0.25% | 96 |
|
|
2024
Q2 | $1.65M | Sell |
3,249
-522
| -14% | -$266K | 0.24% | 103 |
|
|
2024
Q1 | $1.87M | Buy |
3,771
+2,870
| +319% | +$1.42M | 0.28% | 90 |
|
|
2023
Q4 | $474K | Buy |
901
+172
| +24% | +$90.5K | 0.1% | 176 |
|
|
2023
Q3 | $367K | Sell |
729
-8
| -1% | -$4.03K | 0.08% | 188 |
|
|
2023
Q2 | $354K | Buy |
737
+1
| +0.1% | +$480 | 0.07% | 204 |
|
|
2023
Q1 | $348K | Sell |
736
-11
| -1% | -$5.2K | 0.08% | 200 |
|
|
2022
Q4 | $396K | Buy |
747
+262
| +54% | +$139K | 0.09% | 195 |
|
|
2022
Q3 | $245K | Sell |
485
-69
| -12% | -$34.9K | 0.06% | 229 |
|
|
2022
Q2 | $285K | Sell |
554
-49
| -8% | -$25.2K | 0.06% | 223 |
|
|
2022
Q1 | $308K | Sell |
603
-100
| -14% | -$51.1K | 0.06% | 214 |
|
|
2021
Q4 | $353K | Sell |
703
-23
| -3% | -$11.5K | 0.06% | 210 |
|
|
2021
Q3 | $284K | Sell |
726
-244
| -25% | -$95.4K | 0.05% | 223 |
|
|
2021
Q2 | $389K | Buy |
970
+88
| +10% | +$35.3K | 0.07% | 204 |
|
|
2021
Q1 | $328K | Sell |
882
-80
| -8% | -$29.8K | 0.06% | 225 |
|
|
2020
Q4 | $337K | Sell |
962
-17
| -2% | -$5.96K | 0.07% | 216 |
|
|
2020
Q3 | $305K | Sell |
979
-87
| -8% | -$27.1K | 0.07% | 207 |
|
|
2020
Q2 | $314K | Sell |
1,066
-66
| -6% | -$19.4K | 0.08% | 195 |
|
|
2020
Q1 | $282K | Sell |
1,132
-15
| -1% | -$3.74K | 0.09% | 179 |
|
|
2019
Q4 | $337K | Sell |
1,147
-192
| -14% | -$56.4K | 0.09% | 189 |
|
|
2019
Q3 | $291K | Buy |
1,339
+180
| +16% | +$39.1K | 0.09% | 192 |
|
|
2019
Q2 | $283K | Sell |
1,159
-15
| -1% | -$3.66K | 0.08% | 198 |
|
|
2019
Q1 | $290K | Buy |
1,174
+96
| +9% | +$23.7K | 0.08% | 187 |
|
|
2018
Q4 | $268K | Buy |
1,078
+11
| +1% | +$2.74K | 0.09% | 186 |
|
|
2018
Q3 | $284K | Buy |
1,067
+148
| +16% | +$39.4K | 0.07% | 197 |
|
|
2018
Q2 | $225K | Buy |
+919
| New | +$225K | 0.07% | 208 |
|
|
2015
Q2 | – | Sell |
-9,205
| Closed | -$1.09M | – | 214 |
|
|
2015
Q1 | $1.09M | Sell |
9,205
-1,066
| -10% | -$126K | 0.4% | 66 |
|
|
2014
Q4 | $1.04M | Buy |
10,271
+611
| +6% | +$61.7K | 0.39% | 69 |
|
|
2014
Q3 | $833K | Buy |
9,660
+4,529
| +88% | +$391K | 0.31% | 97 |
|
|
2014
Q2 | $419K | Buy |
5,131
+455
| +10% | +$37.2K | 0.16% | 160 |
|
|
2014
Q1 | $383K | Buy |
+4,676
| New | +$383K | 0.16% | 156 |
|