IFA
Index Fund Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-781
| Closed | -$395K | – | 109 |
|
|
2024
Q4 | $395K | Buy |
781
+84
| +12% | +$42.5K | 0.02% | 69 |
|
|
2024
Q3 | $408K | Hold |
697
| – | – | 0.02% | 68 |
|
|
2024
Q2 | $355K | Hold |
697
| – | – | 0.02% | 69 |
|
|
2024
Q1 | $345K | Hold |
697
| – | – | 0.02% | 71 |
|
|
2023
Q4 | $367K | Sell |
697
-81
| -10% | -$42.6K | 0.02% | 65 |
|
|
2023
Q3 | $392K | Sell |
778
-9
| -1% | -$4.54K | 0.03% | 63 |
|
|
2023
Q2 | $378K | Hold |
787
| – | – | 0.02% | 60 |
|
|
2023
Q1 | $372K | Sell |
787
-5
| -0.6% | -$2.36K | 0.03% | 63 |
|
|
2022
Q4 | $420K | Buy |
792
+5
| +0.6% | +$2.65K | 0.03% | 54 |
|
|
2022
Q3 | $397K | Hold |
787
| – | – | 0.03% | 55 |
|
|
2022
Q2 | $404K | Hold |
787
| – | – | 0.03% | 58 |
|
|
2022
Q1 | $401K | Sell |
787
-100
| -11% | -$51K | 0.03% | 66 |
|
|
2021
Q4 | $445K | Buy |
+887
| New | +$445K | 0.03% | 65 |
|