Ironsides Asset Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-646
| Closed | -$327K | – | 74 |
|
|
2024
Q4 | $327K | Hold |
646
| – | – | 0.09% | 52 |
|
|
2024
Q3 | $378K | Hold |
646
| – | – | 0.11% | 54 |
|
|
2024
Q2 | $329K | Hold |
646
| – | – | 0.11% | 50 |
|
|
2024
Q1 | $320K | Buy |
646
+16
| +3% | +$7.92K | 0.11% | 58 |
|
|
2023
Q4 | $332K | Sell |
630
-58
| -8% | -$30.6K | 0.14% | 44 |
|
|
2023
Q3 | $347K | Hold |
688
| – | – | 0.16% | 48 |
|
|
2023
Q2 | $331K | Buy |
688
+194
| +39% | +$93.3K | 0.14% | 51 |
|
|
2023
Q1 | $234K | Hold |
494
| – | – | 0.11% | 71 |
|
|
2022
Q4 | $262K | Sell |
494
-9
| -2% | -$4.77K | 0.12% | 66 |
|
|
2022
Q3 | $254K | Hold |
503
| – | – | 0.11% | 65 |
|
|
2022
Q2 | $258K | Hold |
503
| – | – | 0.1% | 68 |
|
|
2022
Q1 | $256K | Buy |
503
+1
| +0.2% | +$509 | 0.08% | 80 |
|
|
2021
Q4 | $252K | Buy |
+502
| New | +$252K | 0.07% | 82 |
|
|
2021
Q3 | – | Sell |
-575
| Closed | -$230K | – | 104 |
|
|
2021
Q2 | $230K | Sell |
575
-25
| -4% | -$10K | 0.07% | 92 |
|
|
2021
Q1 | $223K | Hold |
600
| – | – | 0.07% | 84 |
|
|
2020
Q4 | $210K | Buy |
+600
| New | +$210K | 0.07% | 77 |
|
|
2017
Q1 | – | Sell |
-1,950
| Closed | -$312K | – | 139 |
|
|
2016
Q4 | $312K | Hold |
1,950
| – | – | 0.09% | 122 |
|
|
2016
Q3 | $273K | Hold |
1,950
| – | – | 0.07% | 138 |
|
|
2016
Q2 | $275K | Sell |
1,950
-282
| -13% | -$39.8K | 0.08% | 125 |
|
|
2016
Q1 | $288K | Hold |
2,232
| – | – | 0.07% | 149 |
|
|
2015
Q4 | $263K | Buy |
2,232
+22
| +1% | +$2.59K | 0.07% | 132 |
|
|
2015
Q3 | $256K | Sell |
2,210
-440
| -17% | -$51K | 0.07% | 137 |
|
|
2015
Q2 | $323K | Buy |
2,650
+630
| +31% | +$76.8K | 0.09% | 127 |
|
|
2015
Q1 | $239K | Sell |
2,020
-175
| -8% | -$20.7K | 0.06% | 141 |
|
|
2014
Q4 | $222K | Buy |
+2,195
| New | +$222K | 0.06% | 147 |
|