Investors Asset Management of Georgia’s UnitedHealth UNH Stock Holding History

Investors Asset Management of Georgia’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$224K	Hold	719	–	–	0.1%	150
2025 Q1	$377K	Sell	719 -50	-7%	-$26.2K	0.19%	103
2024 Q4	$389K	Hold	769	–	–	0.19%	103
2024 Q3	$450K	Sell	769 -10	-1%	-$5.85K	0.21%	99
2024 Q2	$397K	Sell	779 -100	-11%	-$50.9K	0.19%	102
2024 Q1	$435K	Sell	879 -632	-42%	-$313K	0.2%	100
2023 Q4	$790K	Buy	1,511 +100	+7%	+$52.3K	0.4%	70
2023 Q3	$716K	Hold	1,411	–	–	0.39%	70
2023 Q2	$678K	Hold	1,411	–	–	0.35%	75
2023 Q1	$667K	Sell	1,411 -4	-0.3%	-$1.89K	0.36%	78
2022 Q4	$750K	Hold	1,415	–	–	0.39%	73
2022 Q3	$715K	Hold	1,415	–	–	0.37%	71
2022 Q2	$727K	Hold	1,415	–	–	0.38%	73
2022 Q1	$722K	Hold	1,415	–	–	0.36%	78
2021 Q4	$711K	Hold	1,415	–	–	0.34%	76
2021 Q3	$553K	Buy	1,415 +29	+2%	+$11.3K	0.29%	90
2021 Q2	$555K	Buy	1,386 +21	+2%	+$8.41K	0.3%	89
2021 Q1	$508K	Hold	1,365	–	–	0.29%	88
2020 Q4	$479K	Hold	1,365	–	–	0.32%	76
2020 Q3	$426K	Hold	1,365	–	–	0.28%	78
2020 Q2	$403K	Hold	1,365	–	–	0.28%	81
2020 Q1	$340K	Sell	1,365 -25	-2%	-$6.23K	0.28%	77
2019 Q4	$409K	Hold	1,390	–	–	0.25%	94
2019 Q3	$302K	Hold	1,390	–	–	0.19%	113
2019 Q2	$339K	Hold	1,390	–	–	0.23%	101
2019 Q1	$344K	Hold	1,390	–	–	0.24%	94
2018 Q4	$346K	Sell	1,390 -260	-16%	-$64.7K	0.28%	88
2018 Q3	$439K	Hold	1,650	–	–	0.31%	82
2018 Q2	$405K	Sell	1,650 -400	-20%	-$98.2K	0.3%	85
2018 Q1	$439K	Hold	2,050	–	–	0.32%	74
2017 Q4	$452K	Hold	2,050	–	–	0.32%	78
2017 Q3	$401K	Sell	2,050 -500	-20%	-$97.8K	0.3%	87
2017 Q2	$473K	Hold	2,550	–	–	0.33%	71
2017 Q1	$418K	Buy	2,550 +125	+5%	+$20.5K	0.29%	79
2016 Q4	$388K	Sell	2,425 -175	-7%	-$28K	0.29%	83
2016 Q3	$364K	Hold	2,600	–	–	0.28%	83
2016 Q2	$367K	Hold	2,600	–	–	0.29%	82
2016 Q1	$335K	Sell	2,600 -1,000	-28%	-$129K	0.28%	88
2015 Q4	$424K	Hold	3,600	–	–	0.36%	64
2015 Q3	$418K	Hold	3,600	–	–	0.38%	63
2015 Q2	$439K	Hold	3,600	–	–	0.38%	65
2015 Q1	$426K	Sell	3,600 -100	-3%	-$11.8K	0.35%	67
2014 Q4	$374K	Buy	+3,700	New	+$374K	0.32%	78