Aviso Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
12,802
-109,834
| -90% | -$34.3M | 0.18% | 70 |
|
|
2025
Q1 | $64.2M | Buy |
122,636
+2,612
| +2% | +$1.37M | 3.17% | 10 |
|
|
2024
Q4 | $60.7M | Buy |
120,024
+1,419
| +1% | +$718K | 3.07% | 12 |
|
|
2024
Q3 | $69.3M | Buy |
118,605
+2,320
| +2% | +$1.36M | 3.44% | 8 |
|
|
2024
Q2 | $59.2M | Buy |
+116,285
| New | +$59.2M | 3.3% | 9 |
|