Avitas Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.27M | Sell |
16,358
-178
| -1% | -$90K | 1.14% | 20 |
|
|
2024
Q3 | $9.67M | Sell |
16,536
-270
| -2% | -$158K | 1.36% | 15 |
|
|
2024
Q2 | $8.56M | Sell |
16,806
-226
| -1% | -$115K | 1.25% | 16 |
|
|
2024
Q1 | $8.43M | Sell |
17,032
-119
| -0.7% | -$58.9K | 1.28% | 14 |
|
|
2023
Q4 | $9.03M | Sell |
17,151
-40
| -0.2% | -$21.1K | 1.51% | 12 |
|
|
2023
Q3 | $8.67M | Sell |
17,191
-378
| -2% | -$191K | 1.65% | 11 |
|
|
2023
Q2 | $8.44M | Sell |
17,569
-138
| -0.8% | -$66.3K | 1.53% | 11 |
|
|
2023
Q1 | $8.37M | Sell |
17,707
-130
| -0.7% | -$61.4K | 1.64% | 10 |
|
|
2022
Q4 | $9.46M | Buy |
17,837
+31
| +0.2% | +$16.4K | 2% | 8 |
|
|
2022
Q3 | $8.99M | Sell |
17,806
-1,668
| -9% | -$842K | 2.06% | 8 |
|
|
2022
Q2 | $10M | Buy |
19,474
+286
| +1% | +$147K | 2.19% | 7 |
|
|
2022
Q1 | $9.79M | Buy |
19,188
+522
| +3% | +$266K | 1.77% | 7 |
|
|
2021
Q4 | $9.37M | Buy |
18,666
+3,532
| +23% | +$1.77M | 1.57% | 8 |
|
|
2021
Q3 | $5.91M | Sell |
15,134
-229
| -1% | -$89.5K | 1.08% | 22 |
|
|
2021
Q2 | $6.15M | Buy |
15,363
+397
| +3% | +$159K | 1.1% | 22 |
|
|
2021
Q1 | $5.57M | Sell |
14,966
-964
| -6% | -$359K | 1.09% | 18 |
|
|
2020
Q4 | $5.59M | Sell |
15,930
-24
| -0.2% | -$8.42K | 1.13% | 15 |
|
|
2020
Q3 | $4.97M | Sell |
15,954
-76
| -0.5% | -$23.7K | 1.39% | 11 |
|
|
2020
Q2 | $4.73M | Sell |
16,030
-2,877
| -15% | -$849K | 1.57% | 7 |
|
|
2020
Q1 | $4.72M | Sell |
18,907
-459
| -2% | -$114K | 2.15% | 7 |
|
|
2019
Q4 | $5.69M | Buy |
19,366
+169
| +0.9% | +$49.7K | 1.46% | 9 |
|
|
2019
Q3 | $4.17M | Buy |
19,197
+300
| +2% | +$65.2K | 1.15% | 21 |
|
|
2019
Q2 | $4.61M | Buy |
18,897
+2,582
| +16% | +$630K | 1.28% | 12 |
|
|
2019
Q1 | $4.03M | Buy |
16,315
+66
| +0.4% | +$16.3K | 1.17% | 20 |
|
|
2018
Q4 | $4.05M | Sell |
16,249
-278
| -2% | -$69.3K | 1.33% | 17 |
|
|
2018
Q3 | $4.4M | Buy |
16,527
+331
| +2% | +$88.1K | 1.25% | 14 |
|
|
2018
Q2 | $3.97M | Buy |
+16,196
| New | +$3.97M | 1.24% | 13 |
|