AC
Avory & Company’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,249
| Closed | -$632K | – | 35 |
|
|
2024
Q4 | $632K | Hold |
1,249
| – | – | 0.35% | 15 |
|
|
2024
Q3 | $730K | Hold |
1,249
| – | – | 0.44% | 14 |
|
|
2024
Q2 | $636K | Hold |
1,249
| – | – | 0.45% | 16 |
|
|
2024
Q1 | $618K | Sell |
1,249
-232
| -16% | -$115K | 0.42% | 16 |
|
|
2023
Q4 | $780K | Hold |
1,481
| – | – | 0.55% | 14 |
|
|
2023
Q3 | $747K | Hold |
1,481
| – | – | 0.63% | 14 |
|
|
2023
Q2 | $712K | Sell |
1,481
-87
| -6% | -$41.8K | 0.54% | 17 |
|
|
2023
Q1 | $741K | Sell |
1,568
-273
| -15% | -$129K | 0.51% | 18 |
|
|
2022
Q4 | $976K | Hold |
1,841
| – | – | 0.78% | 17 |
|
|
2022
Q3 | $930K | Hold |
1,841
| – | – | 0.79% | 15 |
|
|
2022
Q2 | $946K | Hold |
1,841
| – | – | 0.8% | 17 |
|
|
2022
Q1 | $939K | Buy |
+1,841
| New | +$939K | 0.59% | 19 |
|