IA
IAM Advisory’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
3,824
+145
| +4% | +$45.2K | 0.29% | 56 |
|
|
2025
Q1 | $1.93M | Sell |
3,679
-69
| -2% | -$36.1K | 0.5% | 33 |
|
|
2024
Q4 | $1.9M | Buy |
3,748
+17
| +0.5% | +$8.6K | 0.48% | 34 |
|
|
2024
Q3 | $2.18M | Buy |
3,731
+44
| +1% | +$25.7K | 0.55% | 30 |
|
|
2024
Q2 | $1.88M | Buy |
3,687
+63
| +2% | +$32.1K | 0.51% | 37 |
|
|
2024
Q1 | $1.79M | Buy |
3,624
+95
| +3% | +$47K | 0.49% | 35 |
|
|
2023
Q4 | $1.86M | Buy |
3,529
+44
| +1% | +$23.2K | 0.58% | 26 |
|
|
2023
Q3 | $1.76M | Buy |
3,485
+86
| +3% | +$43.4K | 0.61% | 21 |
|
|
2023
Q2 | $1.63M | Buy |
3,399
+162
| +5% | +$77.9K | 0.56% | 27 |
|
|
2023
Q1 | $1.53M | Sell |
3,237
-1,564
| -33% | -$739K | 0.53% | 27 |
|
|
2022
Q4 | $2.55M | Buy |
4,801
+45
| +0.9% | +$23.9K | 0.94% | 15 |
|
|
2022
Q3 | $2.4M | Buy |
4,756
+4
| +0.1% | +$2.02K | 1.01% | 14 |
|
|
2022
Q2 | $2.44M | Buy |
4,752
+72
| +2% | +$37K | 1% | 15 |
|
|
2022
Q1 | $2.39M | Buy |
4,680
+1,840
| +65% | +$938K | 0.97% | 13 |
|
|
2021
Q4 | $1.32M | Buy |
2,840
+111
| +4% | +$51.6K | 0.52% | 28 |
|
|
2021
Q3 | $1.11M | Buy |
+2,729
| New | +$1.11M | 0.47% | 32 |
|
|
2021
Q2 | – | Sell |
-2,596
| Closed | -$1.05M | – | 99 |
|
|
2021
Q1 | $1.05M | Buy |
2,596
+117
| +5% | +$47.5K | 0.46% | 31 |
|
|
2020
Q4 | $838K | Buy |
+2,479
| New | +$838K | 0.42% | 35 |
|