Investment Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-533
| Closed | -$279K | – | 180 |
|
|
2025
Q1 | $279K | Buy |
533
+4
| +0.8% | +$2.09K | 0.09% | 134 |
|
|
2024
Q4 | $268K | Buy |
529
+17
| +3% | +$8.61K | 0.09% | 137 |
|
|
2024
Q3 | $299K | Buy |
512
+29
| +6% | +$17K | 0.1% | 130 |
|
|
2024
Q2 | $246K | Sell |
483
-39
| -7% | -$19.9K | 0.1% | 136 |
|
|
2024
Q1 | $258K | Buy |
522
+67
| +15% | +$33.1K | 0.11% | 130 |
|
|
2023
Q4 | $239K | Sell |
455
-37
| -8% | -$19.5K | 0.11% | 129 |
|
|
2023
Q3 | $248K | Buy |
492
+27
| +6% | +$13.6K | 0.13% | 112 |
|
|
2023
Q2 | $223K | Hold |
465
| – | – | 0.11% | 125 |
|
|
2023
Q1 | $220K | Hold |
465
| – | – | 0.13% | 125 |
|
|
2022
Q4 | $246K | Hold |
465
| – | – | 0.15% | 114 |
|
|
2022
Q3 | $235K | Buy |
465
+41
| +10% | +$20.7K | 0.16% | 109 |
|
|
2022
Q2 | $217K | Buy |
424
+16
| +4% | +$8.19K | 0.15% | 113 |
|
|
2022
Q1 | $209K | Buy |
+408
| New | +$209K | 0.13% | 123 |
|