IAN
Integrated Advisors Network’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
7,736
-1,315
| -15% | -$410K | 0.11% | 214 |
|
|
2025
Q1 | $4.74M | Sell |
9,051
-580
| -6% | -$304K | 0.24% | 97 |
|
|
2024
Q4 | $4.87M | Sell |
9,631
-2,236
| -19% | -$1.13M | 0.23% | 108 |
|
|
2024
Q3 | $6.94M | Buy |
11,867
+336
| +3% | +$196K | 0.33% | 78 |
|
|
2024
Q2 | $5.87M | Sell |
11,531
-7,275
| -39% | -$3.7M | 0.3% | 80 |
|
|
2024
Q1 | $9.3M | Buy |
18,806
+5,394
| +40% | +$2.67M | 0.47% | 46 |
|
|
2023
Q4 | $7.06M | Buy |
13,412
+293
| +2% | +$154K | 0.4% | 63 |
|
|
2023
Q3 | $6.61M | Sell |
13,119
-83
| -0.6% | -$41.8K | 0.4% | 61 |
|
|
2023
Q2 | $6.35M | Buy |
13,202
+970
| +8% | +$466K | 0.37% | 61 |
|
|
2023
Q1 | $5.78M | Sell |
12,232
-1,781
| -13% | -$842K | 0.35% | 75 |
|
|
2022
Q4 | $7.43M | Sell |
14,013
-858
| -6% | -$455K | 0.48% | 48 |
|
|
2022
Q3 | $7.51M | Sell |
14,871
-1,102
| -7% | -$557K | 0.51% | 42 |
|
|
2022
Q2 | $8.2M | Buy |
15,973
+5,759
| +56% | +$2.96M | 0.53% | 37 |
|
|
2022
Q1 | $5.21M | Sell |
10,214
-6,896
| -40% | -$3.52M | 0.31% | 74 |
|
|
2021
Q4 | $8.59M | Sell |
17,110
-231
| -1% | -$116K | 0.51% | 43 |
|
|
2021
Q3 | $6.78M | Buy |
17,341
+2,395
| +16% | +$936K | 0.45% | 45 |
|
|
2021
Q2 | $5.99M | Buy |
14,946
+293
| +2% | +$117K | 0.44% | 45 |
|
|
2021
Q1 | $5.45M | Buy |
14,653
+2,597
| +22% | +$966K | 0.5% | 46 |
|
|
2020
Q4 | $4.23M | Sell |
12,056
-709
| -6% | -$249K | 0.46% | 53 |
|
|
2020
Q3 | $3.98M | Sell |
12,765
-211
| -2% | -$65.8K | 0.5% | 49 |
|
|
2020
Q2 | $3.83M | Buy |
12,976
+148
| +1% | +$43.7K | 0.45% | 52 |
|
|
2020
Q1 | $3.2M | Buy |
12,828
+24
| +0.2% | +$5.99K | 0.63% | 39 |
|
|
2019
Q4 | $3.76M | Buy |
+12,804
| New | +$3.76M | 0.51% | 51 |
|