UIA
Ulland Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
7,441
-1,915
| -20% | -$597K | 1.77% | 18 |
|
|
2025
Q1 | $4.9M | Sell |
9,356
-3,129
| -25% | -$1.64M | 4.1% | 6 |
|
|
2024
Q4 | $6.32M | Buy |
12,485
+153
| +1% | +$77.4K | 4.03% | 10 |
|
|
2024
Q3 | $7.21M | Sell |
12,332
-483
| -4% | -$282K | 5.28% | 7 |
|
|
2024
Q2 | $6.53M | Sell |
12,815
-191
| -1% | -$97.3K | 4.54% | 7 |
|
|
2024
Q1 | $6.43M | Sell |
13,006
-243
| -2% | -$120K | 5.14% | 6 |
|
|
2023
Q4 | $6.98M | Sell |
13,249
-210
| -2% | -$111K | 7.03% | 3 |
|
|
2023
Q3 | $6.79M | Sell |
13,459
-111
| -0.8% | -$56K | 7.46% | 1 |
|
|
2023
Q2 | $6.52M | Buy |
13,570
+129
| +1% | +$62K | 6.7% | 2 |
|
|
2023
Q1 | $6.35M | Sell |
13,441
-200
| -1% | -$94.5K | 7.46% | 1 |
|
|
2022
Q4 | $7.23M | Sell |
13,641
-214
| -2% | -$113K | 8.64% | 1 |
|
|
2022
Q3 | $7M | Sell |
13,855
-20
| -0.1% | -$10.1K | 7.64% | 1 |
|
|
2022
Q2 | $7.13M | Sell |
13,875
-902
| -6% | -$463K | 7.3% | 1 |
|
|
2022
Q1 | $7.54M | Buy |
14,777
+154
| +1% | +$78.5K | 5.65% | 4 |
|
|
2021
Q4 | $7.34M | Buy |
+14,623
| New | +$7.34M | 4.68% | 4 |
|