Financial Advocates 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
Q2 | $704K | Sell |
2,257
-1,510
| -40% | -$471K | 0.06% | 284 |
|
|
2025
Q1 | $1.97M | Sell |
3,767
-136
| -3% | -$71.2K | 0.14% | 168 |
|
|
2024
Q4 | $1.97M | Sell |
3,903
-350
| -8% | -$177K | 0.11% | 182 |
|
|
2024
Q3 | $2.49M | Sell |
4,253
-128
| -3% | -$74.8K | 0.14% | 157 |
|
|
2024
Q2 | $2.23M | Sell |
4,381
-246
| -5% | -$125K | 0.14% | 161 |
|
|
2024
Q1 | $2.29M | Sell |
4,627
-232
| -5% | -$115K | 0.13% | 167 |
|
|
2023
Q4 | $2.56M | Buy |
4,859
+205
| +4% | +$108K | 0.17% | 135 |
|
|
2023
Q3 | $2.35M | Sell |
4,654
-3
| -0.1% | -$1.51K | 0.17% | 138 |
|
|
2023
Q2 | $2.24M | Sell |
4,657
-493
| -10% | -$237K | 0.16% | 148 |
|
|
2023
Q1 | $2.43M | Sell |
5,150
-145
| -3% | -$68.5K | 0.17% | 131 |
|
|
2022
Q4 | $2.81M | Buy |
5,295
+1,876
| +55% | +$995K | 0.21% | 120 |
|
|
2022
Q3 | $1.58M | Sell |
3,419
-178
| -5% | -$82.2K | 0.13% | 175 |
|
|
2022
Q2 | $1.85M | Buy |
3,597
+1,063
| +42% | +$546K | 0.15% | 164 |
|
|
2022
Q1 | $1.29M | Sell |
2,534
-414
| -14% | -$211K | 0.09% | 251 |
|
|
2021
Q4 | $1.48M | Buy |
2,948
+315
| +12% | +$158K | 0.09% | 247 |
|
|
2021
Q3 | $1.03M | Buy |
2,633
+238
| +10% | +$93K | 0.07% | 306 |
|
|
2021
Q2 | $959K | Sell |
2,395
-924
| -28% | -$370K | 0.06% | 315 |
|
|
2021
Q1 | $1.2M | Sell |
3,319
-12
| -0.4% | -$4.33K | 0.08% | 267 |
|
|
2020
Q4 | $1.17M | Buy |
3,331
+556
| +20% | +$195K | 0.08% | 276 |
|
|
2020
Q3 | $865K | Buy |
2,775
+104
| +4% | +$32.4K | 0.07% | 265 |
|
|
2020
Q2 | $788K | Buy |
2,671
+213
| +9% | +$62.8K | 0.07% | 268 |
|
|
2020
Q1 | $613K | Sell |
2,458
-3
| -0.1% | -$748 | 0.09% | 243 |
|
|
2019
Q4 | $723K | Buy |
2,461
+610
| +33% | +$179K | 0.08% | 252 |
|
|
2019
Q3 | $353K | Buy |
1,851
+288
| +18% | +$54.9K | 0.04% | 352 |
|
|
2019
Q2 | $381K | Sell |
1,563
-404
| -21% | -$98.5K | 0.04% | 329 |
|
|
2019
Q1 | $486K | Buy |
1,967
+296
| +18% | +$73.1K | 0.06% | 275 |
|
|
2018
Q4 | $417K | Sell |
1,671
-644
| -28% | -$161K | 0.06% | 274 |
|
|
2018
Q3 | $616K | Buy |
2,315
+906
| +64% | +$241K | 0.07% | 251 |
|
|
2018
Q2 | $349K | Buy |
1,409
+144
| +11% | +$35.7K | 0.04% | 338 |
|
|
2018
Q1 | $271K | Sell |
1,265
-77
| -6% | -$16.5K | 0.04% | 387 |
|
|
2017
Q4 | $296K | Buy |
+1,342
| New | +$296K | 0.04% | 362 |
|