Investment Advisory Services’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 |
-3,331
| Closed | -$1.74M | – | 132 |
|
|
2025
Q1 | $1.74M | Sell |
3,331
-55
| -2% | -$28.8K | 0.63% | 37 |
|
|
2024
Q4 | $1.71M | Buy |
3,386
+8
| +0.2% | +$4.05K | 0.6% | 40 |
|
|
2024
Q3 | $1.98M | Buy |
3,378
+207
| +7% | +$121K | 0.7% | 34 |
|
|
2024
Q2 | $1.62M | Sell |
3,171
-187
| -6% | -$95.2K | 0.59% | 40 |
|
|
2024
Q1 | $1.66M | Buy |
3,358
+70
| +2% | +$34.6K | 0.61% | 39 |
|
|
2023
Q4 | $1.73M | Buy |
3,288
+32
| +1% | +$16.8K | 0.68% | 37 |
|
|
2023
Q3 | $1.64M | Buy |
3,256
+17
| +0.5% | +$8.57K | 0.71% | 35 |
|
|
2023
Q2 | $1.56M | Buy |
3,239
+28
| +0.9% | +$13.5K | 0.66% | 37 |
|
|
2023
Q1 | $1.52M | Buy |
3,211
+104
| +3% | +$49.1K | 0.75% | 32 |
|
|
2022
Q4 | $1.65M | Buy |
3,107
+221
| +8% | +$117K | 0.85% | 31 |
|
|
2022
Q3 | $1.46M | Buy |
2,886
+96
| +3% | +$48.5K | 0.87% | 30 |
|
|
2022
Q2 | $1.43M | Buy |
2,790
+59
| +2% | +$30.3K | 0.83% | 36 |
|
|
2022
Q1 | $1.39M | Buy |
2,731
+120
| +5% | +$61.2K | 0.78% | 41 |
|
|
2021
Q4 | $1.31M | Buy |
2,611
+76
| +3% | +$38.2K | 0.72% | 43 |
|
|
2021
Q3 | $990K | Buy |
2,535
+136
| +6% | +$53.1K | 0.61% | 48 |
|
|
2021
Q2 | $961K | Buy |
+2,399
| New | +$961K | 0.59% | 48 |
|
|
2020
Q4 | $830K | Hold |
2,367
| – | – | 0.58% | 48 |
|
|
2020
Q3 | $738K | Buy |
2,367
+241
| +11% | +$75.1K | 0.58% | 47 |
|
|
2020
Q2 | $627K | Buy |
2,126
+482
| +29% | +$142K | 0.54% | 50 |
|
|
2020
Q1 | $428K | Buy |
+1,644
| New | +$428K | 0.46% | 51 |
|