AFS
Axiom Financial Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-574
| Closed | -$301K | – | 57 |
|
|
2025
Q1 | $301K | Sell |
574
-1
| -0.2% | -$524 | 0.18% | 29 |
|
|
2024
Q4 | $291K | Buy |
575
+20
| +4% | +$10.1K | 0.16% | 30 |
|
|
2024
Q3 | $324K | Buy |
+555
| New | +$324K | 0.17% | 31 |
|
|
2024
Q2 | – | Sell |
-490
| Closed | -$242K | – | 36 |
|
|
2024
Q1 | $242K | Sell |
490
-2
| -0.4% | -$989 | 0.15% | 31 |
|
|
2023
Q4 | $259K | Buy |
+492
| New | +$259K | 0.17% | 28 |
|
|
2023
Q1 | – | Sell |
-397
| Closed | -$210K | – | 39 |
|
|
2022
Q4 | $210K | Sell |
397
-19
| -5% | -$10.1K | 0.13% | 35 |
|
|
2022
Q3 | $210K | Buy |
416
+3
| +0.7% | +$1.51K | 0.11% | 67 |
|
|
2022
Q2 | $212K | Hold |
413
| – | – | 0.11% | 72 |
|
|
2022
Q1 | $210K | Buy |
+413
| New | +$210K | 0.11% | 72 |
|