IDA
Intelligence Driven Advisers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+651
| New | +$203K | 0.03% | 114 |
|
|
2025
Q1 | – | Sell |
-496
| Closed | -$251K | – | 115 |
|
|
2024
Q4 | $251K | Buy |
496
+44
| +10% | +$22.3K | 0.05% | 85 |
|
|
2024
Q3 | $264K | Buy |
+452
| New | +$264K | 0.04% | 89 |
|
|
2024
Q2 | – | Sell |
-659
| Closed | -$326K | – | 118 |
|
|
2024
Q1 | $326K | Sell |
659
-383
| -37% | -$189K | 0.05% | 69 |
|
|
2023
Q4 | $533K | Buy |
1,042
+276
| +36% | +$141K | 0.09% | 51 |
|
|
2023
Q3 | $391K | Buy |
766
+120
| +19% | +$61.3K | 0.07% | 59 |
|
|
2023
Q2 | $303K | Buy |
+646
| New | +$303K | 0.05% | 70 |
|