IAA
Independent Advisor Alliance’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Sell |
24,951
-9,302
| -27% | -$2.9M | 0.22% | 76 |
|
|
2025
Q1 | $17.9M | Sell |
34,253
-1,851
| -5% | -$969K | 0.59% | 27 |
|
|
2024
Q4 | $18.3M | Sell |
36,104
-2,075
| -5% | -$1.05M | 0.24% | 85 |
|
|
2024
Q3 | $22.3M | Sell |
38,179
-1,067
| -3% | -$624K | 0.81% | 23 |
|
|
2024
Q2 | $20M | Buy |
39,246
+942
| +2% | +$480K | 0.68% | 29 |
|
|
2024
Q1 | $18.9M | Buy |
38,304
+2,242
| +6% | +$1.11M | 0.68% | 32 |
|
|
2023
Q4 | $18.9M | Buy |
36,062
+4,434
| +14% | +$2.33M | 0.68% | 30 |
|
|
2023
Q3 | $15.9M | Sell |
31,628
-2,854
| -8% | -$1.44M | 0.72% | 32 |
|
|
2023
Q2 | $16.6M | Buy |
34,482
+1,160
| +3% | +$558K | 0.73% | 29 |
|
|
2023
Q1 | $15.7M | Buy |
33,322
+569
| +2% | +$269K | 0.76% | 28 |
|
|
2022
Q4 | $610K | Buy |
32,753
+1,663
| +5% | +$31K | 0.21% | 67 |
|
|
2022
Q3 | $15.7M | Sell |
31,090
-884
| -3% | -$446K | 0.92% | 22 |
|
|
2022
Q2 | $16.4M | Buy |
31,974
+1,512
| +5% | +$777K | 0.92% | 21 |
|
|
2022
Q1 | $15.5M | Buy |
30,462
+5,801
| +24% | +$2.96M | 0.75% | 30 |
|
|
2021
Q4 | $12.4M | Buy |
24,661
+803
| +3% | +$403K | 0.61% | 39 |
|
|
2021
Q3 | $9.32M | Buy |
23,858
+1,180
| +5% | +$461K | 0.52% | 49 |
|
|
2021
Q2 | $9.08M | Buy |
22,678
+390
| +2% | +$156K | 0.5% | 47 |
|
|
2021
Q1 | $8.29M | Buy |
22,288
+1,269
| +6% | +$472K | 0.49% | 50 |
|
|
2020
Q4 | $7.37M | Buy |
21,019
+925
| +5% | +$324K | 0.5% | 50 |
|
|
2020
Q3 | $6.27M | Buy |
20,094
+2,433
| +14% | +$759K | 0.48% | 56 |
|
|
2020
Q2 | $5.21M | Buy |
17,661
+512
| +3% | +$151K | 0.56% | 38 |
|
|
2020
Q1 | $4.28M | Sell |
17,149
-1,271
| -7% | -$317K | 0.62% | 35 |
|
|
2019
Q4 | $5.42M | Sell |
18,420
-1,073
| -6% | -$315K | 0.24% | 94 |
|
|
2019
Q3 | $4.36M | Sell |
19,493
-1,238
| -6% | -$277K | 0.53% | 37 |
|
|
2019
Q2 | $4.28M | Sell |
20,731
-4,274
| -17% | -$881K | 0.62% | 34 |
|
|
2019
Q1 | $6.18M | Sell |
25,005
-10,076
| -29% | -$2.49M | 0.87% | 26 |
|
|
2018
Q4 | $8.77M | Buy |
35,081
+3,526
| +11% | +$881K | 1.55% | 9 |
|
|
2018
Q3 | $8.31M | Buy |
31,555
+5,284
| +20% | +$1.39M | 1.5% | 5 |
|
|
2018
Q2 | $6.43M | Buy |
26,271
+1,314
| +5% | +$321K | 1.34% | 11 |
|
|
2018
Q1 | $5.42M | Buy |
24,957
+1,200
| +5% | +$261K | 1.21% | 14 |
|
|
2017
Q4 | $5.34M | Buy |
23,757
+290
| +1% | +$65.2K | 1.19% | 17 |
|
|
2017
Q3 | $4.61M | Buy |
23,467
+1,680
| +8% | +$330K | 1.27% | 17 |
|
|
2017
Q2 | $4.07M | Buy |
21,787
+5,651
| +35% | +$1.06M | 1.3% | 18 |
|
|
2017
Q1 | $2.67M | Buy |
16,136
+1,525
| +10% | +$252K | 0.42% | 68 |
|
|
2016
Q4 | $2.32M | Buy |
+14,611
| New | +$2.32M | 0.99% | 29 |
|