IAS
IMA Advisory Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
5,024
+1,252
| +33% | +$391K | 0.17% | 91 |
|
|
2025
Q1 | $1.98M | Sell |
3,772
-174
| -4% | -$91.1K | 0.23% | 75 |
|
|
2024
Q4 | $2M | Sell |
3,946
-58
| -1% | -$29.3K | 0.24% | 80 |
|
|
2024
Q3 | $2.34M | Sell |
4,004
-47
| -1% | -$27.5K | 0.51% | 57 |
|
|
2024
Q2 | $2.06M | Buy |
4,051
+54
| +1% | +$27.5K | 0.91% | 35 |
|
|
2024
Q1 | $1.98M | Sell |
3,997
-514
| -11% | -$254K | 0.93% | 36 |
|
|
2023
Q4 | $2.37M | Sell |
4,511
-539
| -11% | -$284K | 1.19% | 31 |
|
|
2023
Q3 | $2.55M | Sell |
5,050
-5
| -0.1% | -$2.52K | 0.66% | 53 |
|
|
2023
Q2 | $2.43M | Buy |
5,055
+182
| +4% | +$87.5K | 0.62% | 54 |
|
|
2023
Q1 | $2.3M | Buy |
4,873
+389
| +9% | +$184K | 0.59% | 53 |
|
|
2022
Q4 | $2.38M | Buy |
4,484
+105
| +2% | +$55.7K | 0.63% | 49 |
|
|
2022
Q3 | $2.21M | Sell |
4,379
-1,317
| -23% | -$665K | 0.59% | 51 |
|
|
2022
Q2 | $2.93M | Buy |
5,696
+9
| +0.2% | +$4.62K | 0.72% | 39 |
|
|
2022
Q1 | $2.9M | Sell |
5,687
-1,593
| -22% | -$812K | 0.67% | 46 |
|
|
2021
Q4 | $3.66M | Sell |
7,280
-707
| -9% | -$355K | 0.81% | 36 |
|
|
2021
Q3 | $3.12M | Sell |
7,987
-43
| -0.5% | -$16.8K | 0.74% | 45 |
|
|
2021
Q2 | $3.22M | Sell |
8,030
-141
| -2% | -$56.5K | 0.75% | 44 |
|
|
2021
Q1 | $3.04M | Buy |
8,171
+327
| +4% | +$122K | 0.74% | 47 |
|
|
2020
Q4 | $2.75M | Buy |
7,844
+490
| +7% | +$172K | 0.77% | 44 |
|
|
2020
Q3 | $2.29M | Sell |
7,354
-110
| -1% | -$34.3K | 0.77% | 43 |
|
|
2020
Q2 | $2.2M | Buy |
7,464
+186
| +3% | +$54.9K | 0.8% | 40 |
|
|
2020
Q1 | $1.82M | Buy |
7,278
+2,413
| +50% | +$602K | 0.8% | 47 |
|
|
2019
Q4 | $1.43M | Sell |
4,865
-3,824
| -44% | -$1.12M | 0.53% | 62 |
|
|
2019
Q3 | $1.89M | Buy |
8,689
+522
| +6% | +$113K | 0.71% | 58 |
|
|
2019
Q2 | $1.99M | Buy |
8,167
+553
| +7% | +$135K | 0.75% | 60 |
|
|
2019
Q1 | $1.88M | Buy |
7,614
+2,184
| +40% | +$540K | 0.73% | 59 |
|
|
2018
Q4 | $1.35M | Buy |
+5,430
| New | +$1.35M | 0.63% | 57 |
|
|
2016
Q1 | – | Sell |
-5,302
| Closed | -$600K | – | 130 |
|
|
2015
Q4 | $600K | Sell |
5,302
-55
| -1% | -$6.22K | 0.36% | 70 |
|
|
2015
Q3 | $598K | Buy |
5,357
+521
| +11% | +$58.2K | 0.38% | 70 |
|
|
2015
Q2 | $590K | Sell |
4,836
-581
| -11% | -$70.9K | 0.28% | 79 |
|
|
2015
Q1 | $641K | Sell |
5,417
-815
| -13% | -$96.4K | 0.31% | 74 |
|
|
2014
Q4 | $630K | Buy |
6,232
+200
| +3% | +$20.2K | 0.33% | 75 |
|
|
2014
Q3 | $520K | Buy |
6,032
+420
| +7% | +$36.2K | 0.25% | 103 |
|
|
2014
Q2 | $459K | Sell |
5,612
-100
| -2% | -$8.18K | 0.21% | 110 |
|
|
2014
Q1 | $468K | Buy |
5,712
+250
| +5% | +$20.5K | 0.22% | 103 |
|
|
2013
Q4 | $411K | Hold |
5,462
| – | – | 0.2% | 110 |
|
|
2013
Q3 | $391K | Buy |
+5,462
| New | +$391K | 0.19% | 115 |
|