MYIA
Mount Yale Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
18,946
-2,877
| -13% | -$898K | 0.46% | 33 |
|
|
2025
Q1 | $11.4M | Buy |
21,823
+973
| +5% | +$510K | 0.98% | 15 |
|
|
2024
Q4 | $10.5M | Buy |
20,850
+8,066
| +63% | +$4.08M | 0.85% | 16 |
|
|
2024
Q3 | $7.47M | Sell |
12,784
-7,521
| -37% | -$4.4M | 0.72% | 13 |
|
|
2024
Q2 | $10.3M | Buy |
20,305
+4,231
| +26% | +$2.15M | 0.82% | 16 |
|
|
2024
Q1 | $7.95M | Buy |
16,074
+7,352
| +84% | +$3.64M | 0.61% | 22 |
|
|
2023
Q4 | $4.59M | Sell |
8,722
-196
| -2% | -$103K | 0.44% | 48 |
|
|
2023
Q3 | $4.5M | Buy |
8,918
+74
| +0.8% | +$37.3K | 0.49% | 43 |
|
|
2023
Q2 | $4.25M | Buy |
8,844
+5
| +0.1% | +$2.4K | 0.45% | 46 |
|
|
2023
Q1 | $4.18M | Buy |
8,839
+276
| +3% | +$130K | 0.47% | 48 |
|
|
2022
Q4 | $4.54M | Sell |
8,563
-590
| -6% | -$313K | 0.52% | 50 |
|
|
2022
Q3 | $4.62M | Sell |
9,153
-996
| -10% | -$503K | 0.61% | 35 |
|
|
2022
Q2 | $5.21M | Buy |
10,149
+148
| +1% | +$76K | 0.66% | 33 |
|
|
2022
Q1 | $5.1M | Buy |
10,001
+462
| +5% | +$236K | 0.55% | 41 |
|
|
2021
Q4 | $4.79M | Sell |
9,539
-209
| -2% | -$105K | 0.5% | 46 |
|
|
2021
Q3 | $3.81M | Buy |
9,748
+2,212
| +29% | +$864K | 0.44% | 55 |
|
|
2021
Q2 | $3.02M | Sell |
7,536
-16,624
| -69% | -$6.66M | 0.37% | 65 |
|
|
2021
Q1 | $8.99M | Sell |
24,160
-1,102
| -4% | -$410K | 1.17% | 6 |
|
|
2020
Q4 | $8.86M | Buy |
25,262
+1,969
| +8% | +$690K | 1.24% | 6 |
|
|
2020
Q3 | $7.26M | Sell |
23,293
-1,126
| -5% | -$351K | 1.03% | 7 |
|
|
2020
Q2 | $7.2M | Sell |
24,419
-6,946
| -22% | -$2.05M | 1.29% | 8 |
|
|
2020
Q1 | $7.82M | Sell |
31,365
-733
| -2% | -$183K | 1.76% | 8 |
|
|
2019
Q4 | $8.75M | Sell |
32,098
-2,421
| -7% | -$660K | 1.52% | 8 |
|
|
2019
Q3 | $8.81M | Buy |
34,519
+29,793
| +630% | +$7.6M | 1.58% | 9 |
|
|
2019
Q2 | $1.17M | Sell |
4,726
-1,050
| -18% | -$259K | 0.22% | 104 |
|
|
2019
Q1 | $1.43M | Buy |
5,776
+1,575
| +37% | +$389K | 0.27% | 92 |
|
|
2018
Q4 | $1.08M | Sell |
4,201
-644
| -13% | -$166K | 0.22% | 106 |
|
|
2018
Q3 | $1.33M | Buy |
4,845
+80
| +2% | +$22K | 0.23% | 95 |
|
|
2018
Q2 | $1.17M | Buy |
4,765
+237
| +5% | +$58.1K | 0.22% | 106 |
|
|
2018
Q1 | $969K | Buy |
+4,528
| New | +$969K | 0.21% | 106 |
|