OA
Operose Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
2,347
+798
| +52% | +$249K | 0.21% | 60 |
|
|
2025
Q1 | $811K | Sell |
1,549
-24
| -2% | -$12.6K | 0.27% | 56 |
|
|
2024
Q4 | $796K | Buy |
1,573
+447
| +40% | +$226K | 0.27% | 54 |
|
|
2024
Q3 | $658K | Buy |
1,126
+75
| +7% | +$43.9K | 0.21% | 69 |
|
|
2024
Q2 | $535K | Sell |
1,051
-15
| -1% | -$7.64K | 0.19% | 75 |
|
|
2024
Q1 | $527K | Buy |
1,066
+765
| +254% | +$378K | 0.18% | 80 |
|
|
2023
Q4 | $158K | Sell |
301
-320
| -52% | -$168K | 0.06% | 127 |
|
|
2023
Q3 | $313K | Buy |
621
+497
| +401% | +$251K | 0.12% | 84 |
|
|
2023
Q2 | $59.6K | Hold |
124
| – | – | 0.03% | 154 |
|
|
2023
Q1 | $58.6K | Hold |
124
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $65.7K | Hold |
124
| – | – | 0.04% | 138 |
|
|
2022
Q3 | $63K | Hold |
124
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $64K | Hold |
124
| – | – | 0.05% | 125 |
|
|
2022
Q1 | $63K | Buy |
124
+60
| +94% | +$30.5K | 0.04% | 135 |
|
|
2021
Q4 | $32K | Buy |
+64
| New | +$32K | 0.03% | 164 |
|