Valley National Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.57M | Buy |
|
|||||
|
2025
Q2 | $335K | Sell |
|
|||||
|
2025
Q1 | $635K | Buy |
|
|||||
|
2024
Q4 | $570K | Buy |
|
|||||
|
2024
Q3 | $622K | Sell |
|
|||||
|
2024
Q2 | $711K | Buy |
|
|||||
|
2024
Q1 | $638K | Sell |
|
|||||
|
2023
Q4 | $745K | Buy |
|
|||||
|
2023
Q3 | $652K | Sell |
|
|||||
|
2023
Q2 | $626K | Buy |
|
|||||
|
2023
Q1 | $634K | Sell |
|
|||||
|
2022
Q4 | $761K | Hold |
|
|||||
|
2022
Q3 | $806K | Buy |
|
|||||
|
2022
Q2 | $751K | Sell |
|
|||||
|
2022
Q1 | $2.8M | Sell |
|
|||||
|
2021
Q4 | $2.76M | Sell |
|
|||||
|
2021
Q3 | $3.62M | Sell |
|
|||||
|
2021
Q2 | $3.78M | Buy |
|
|||||
|
2021
Q1 | $3.5M | Sell |
|
|||||
|
2020
Q4 | $3.36M | Sell |
|
|||||
|
2020
Q3 | $3.07M | Sell |
|
|||||
|
2020
Q2 | $3.29M | Sell |
|
|||||
|
2020
Q1 | $2.99M | Sell |
|
|||||
|
2019
Q4 | $3.64M | Buy |
|
|||||
|
2019
Q3 | $1.94M | Buy |
|
|||||
|
2019
Q2 | $682K | Buy |
|
|||||
|
2019
Q1 | $109K | Sell |
|
|||||
|
2018
Q4 | $133K | Buy |
|
|||||
|
2018
Q3 | $117K | Buy |
|
|||||
|
2018
Q2 | $81K | Sell |
|
|||||
|
2018
Q1 | $79K | Sell |
|
|||||
|
2017
Q4 | $86K | Hold |
|
|||||
|
2017
Q3 | $77K | Buy |
|
|||||
|
2017
Q2 | $69K | Hold |
|
|||||
|
2017
Q1 | $61K | Hold |
|
|||||
|
2016
Q4 | $60K | Hold |
|
|||||
|
2016
Q3 | $52K | Hold |
|
|||||
|
2016
Q2 | $53K | Buy |
|
|||||
|
2016
Q1 | $48K | Hold |
|
|||||
|
2015
Q4 | $44K | Buy |
|
|||||
|
2015
Q3 | $16K | Hold |
|
|||||
|
2015
Q2 | $16K | Hold |
|
|||||
|
2015
Q1 | $16K | Hold |
|
|||||
|
2014
Q4 | $10K | Buy |
|