Avity Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,048
| Closed | -$530K | – | 111 |
|
|
2024
Q4 | $530K | Hold |
1,048
| – | – | 0.04% | 74 |
|
|
2024
Q3 | $613K | Buy |
1,048
+430
| +70% | +$251K | 0.05% | 68 |
|
|
2024
Q2 | $315K | Hold |
618
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $306K | Hold |
618
| – | – | 0.03% | 89 |
|
|
2023
Q4 | $325K | Buy |
+618
| New | +$325K | 0.03% | 84 |
|