Guardian Asset Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-384
| Closed | -$201K | – | 107 |
|
|
2025
Q1 | $201K | Buy |
+384
| New | +$201K | 0.13% | 102 |
|
|
2024
Q4 | – | Sell |
-384
| Closed | -$225K | – | 102 |
|
|
2024
Q3 | $225K | Buy |
+384
| New | +$225K | 0.15% | 95 |
|
|
2024
Q1 | – | Sell |
-384
| Closed | -$202K | – | 104 |
|
|
2023
Q4 | $202K | Buy |
+384
| New | +$202K | 0.19% | 93 |
|