Avior Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
10,120
+2,282
| +29% | +$712K | 0.11% | 142 |
|
|
2025
Q1 | $4.1M | Sell |
7,838
-2,072
| -21% | -$1.09M | 0.16% | 110 |
|
|
2024
Q4 | $5.01M | Sell |
9,910
-1,380
| -12% | -$698K | 0.18% | 95 |
|
|
2024
Q3 | $6.6M | Buy |
11,290
+161
| +1% | +$94.1K | 0.26% | 70 |
|
|
2024
Q2 | $5.66M | Sell |
11,129
-1,663
| -13% | -$845K | 0.24% | 74 |
|
|
2024
Q1 | $6.33M | Buy |
12,792
+3,877
| +43% | +$1.92M | 0.29% | 67 |
|
|
2023
Q4 | $4.69M | Sell |
8,915
-162
| -2% | -$85.3K | 0.28% | 71 |
|
|
2023
Q3 | $4.58M | Buy |
9,077
+26
| +0.3% | +$13.1K | 0.31% | 67 |
|
|
2023
Q2 | $4.35M | Sell |
9,051
-92
| -1% | -$44.2K | 0.28% | 69 |
|
|
2023
Q1 | $4.32M | Sell |
9,143
-5
| -0.1% | -$2.36K | 0.3% | 69 |
|
|
2022
Q4 | $4.85M | Sell |
9,148
-198
| -2% | -$105K | 0.37% | 61 |
|
|
2022
Q3 | $4.72M | Sell |
9,346
-1,197
| -11% | -$604K | 0.39% | 51 |
|
|
2022
Q2 | $5.41M | Sell |
10,543
-981
| -9% | -$504K | 0.55% | 35 |
|
|
2022
Q1 | $5.88M | Sell |
11,524
-108
| -0.9% | -$55.1K | 0.51% | 39 |
|
|
2021
Q4 | $5.84M | Sell |
11,632
-296
| -2% | -$149K | 0.48% | 45 |
|
|
2021
Q3 | $4.66M | Sell |
11,928
-237
| -2% | -$92.6K | 0.38% | 56 |
|
|
2021
Q2 | $4.87M | Sell |
12,165
-17
| -0.1% | -$6.81K | 0.49% | 45 |
|
|
2021
Q1 | $4.53M | Sell |
12,182
-21
| -0.2% | -$7.81K | 0.48% | 44 |
|
|
2020
Q4 | $4.28M | Sell |
12,203
-168
| -1% | -$58.9K | 0.53% | 41 |
|
|
2020
Q3 | $3.86M | Buy |
12,371
+177
| +1% | +$55.2K | 0.55% | 38 |
|
|
2020
Q2 | $3.6M | Sell |
12,194
-850
| -7% | -$251K | 0.56% | 38 |
|
|
2020
Q1 | $3.25M | Buy |
13,044
+177
| +1% | +$44.1K | 0.64% | 36 |
|
|
2019
Q4 | $3.78M | Buy |
12,867
+239
| +2% | +$70.2K | 0.61% | 38 |
|
|
2019
Q3 | $2.74M | Sell |
12,628
-359
| -3% | -$78K | 0.48% | 53 |
|
|
2019
Q2 | $3.17M | Buy |
12,987
+1,409
| +12% | +$344K | 0.57% | 46 |
|
|
2019
Q1 | $2.82M | Buy |
11,578
+287
| +3% | +$69.9K | 0.6% | 41 |
|
|
2018
Q4 | $2.76M | Sell |
11,291
-945
| -8% | -$231K | 0.67% | 36 |
|
|
2018
Q3 | $3.2M | Sell |
12,236
-288
| -2% | -$75.2K | 0.68% | 35 |
|
|
2018
Q2 | $3.03M | Sell |
12,524
-923
| -7% | -$223K | 0.68% | 35 |
|
|
2018
Q1 | $2.86M | Sell |
13,447
-1,499
| -10% | -$319K | 0.66% | 36 |
|
|
2017
Q4 | $3.27M | Buy |
14,946
+4,449
| +42% | +$975K | 0.73% | 32 |
|
|
2017
Q3 | $2.01M | Buy |
10,497
+252
| +2% | +$48.1K | 0.66% | 42 |
|
|
2017
Q2 | $1.86M | Sell |
10,245
-547
| -5% | -$99.2K | 0.76% | 34 |
|
|
2017
Q1 | $1.75M | Sell |
10,792
-228
| -2% | -$36.9K | 0.58% | 48 |
|
|
2016
Q4 | $1.74M | Sell |
11,020
-58
| -0.5% | -$9.16K | 0.65% | 41 |
|
|
2016
Q3 | $1.55M | Buy |
11,078
+706
| +7% | +$98.5K | 0.61% | 47 |
|
|
2016
Q2 | $1.46M | Sell |
10,372
-105
| -1% | -$14.8K | 0.62% | 43 |
|
|
2016
Q1 | $1.35M | Buy |
10,477
+464
| +5% | +$59.8K | 0.6% | 50 |
|
|
2015
Q4 | $1.18M | Buy |
10,013
+255
| +3% | +$30K | 0.64% | 43 |
|
|
2015
Q3 | $1.13M | Buy |
9,758
+8,530
| +695% | +$990K | 0.66% | 39 |
|
|
2015
Q2 | $149K | Hold |
1,228
| – | – | 0.12% | 77 |
|
|
2015
Q1 | $145K | Buy |
1,228
+150
| +14% | +$17.7K | 0.11% | 77 |
|
|
2014
Q4 | $109K | Hold |
1,078
| – | – | 0.09% | 91 |
|
|
2014
Q3 | $93K | Hold |
1,078
| – | – | 0.08% | 99 |
|
|
2014
Q2 | $88K | Hold |
1,078
| – | – | 0.07% | 101 |
|
|
2014
Q1 | $88K | Buy |
+1,078
| New | +$88K | 0.07% | 92 |
|