VA
Valmark Advisers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
6,816
-429
| -6% | -$134K | 0.03% | 213 |
|
|
2025
Q1 | $3.79M | Sell |
7,245
-185
| -2% | -$96.9K | 0.06% | 134 |
|
|
2024
Q4 | $3.76M | Buy |
7,430
+491
| +7% | +$248K | 0.06% | 126 |
|
|
2024
Q3 | $4.06M | Sell |
6,939
-31
| -0.4% | -$18.1K | 0.06% | 122 |
|
|
2024
Q2 | $3.55M | Buy |
6,970
+252
| +4% | +$128K | 0.06% | 125 |
|
|
2024
Q1 | $3.32M | Buy |
6,718
+540
| +9% | +$267K | 0.06% | 125 |
|
|
2023
Q4 | $3.25M | Buy |
6,178
+326
| +6% | +$172K | 0.06% | 120 |
|
|
2023
Q3 | $2.95M | Sell |
5,852
-48
| -0.8% | -$24.2K | 0.06% | 110 |
|
|
2023
Q2 | $2.84M | Sell |
5,900
-14
| -0.2% | -$6.73K | 0.06% | 114 |
|
|
2023
Q1 | $2.8M | Buy |
5,914
+374
| +7% | +$177K | 0.06% | 112 |
|
|
2022
Q4 | $2.94M | Buy |
5,540
+62
| +1% | +$32.9K | 0.07% | 106 |
|
|
2022
Q3 | $2.77M | Buy |
5,478
+900
| +20% | +$455K | 0.06% | 99 |
|
|
2022
Q2 | $2.35M | Sell |
4,578
-26
| -0.6% | -$13.4K | 0.05% | 111 |
|
|
2022
Q1 | $2.35M | Buy |
4,604
+269
| +6% | +$137K | 0.04% | 111 |
|
|
2021
Q4 | $2.18M | Buy |
4,335
+65
| +2% | +$32.6K | 0.04% | 115 |
|
|
2021
Q3 | $1.67M | Buy |
4,270
+215
| +5% | +$84K | 0.03% | 130 |
|
|
2021
Q2 | $1.62M | Buy |
4,055
+132
| +3% | +$52.9K | 0.03% | 135 |
|
|
2021
Q1 | $1.46M | Sell |
3,923
-54
| -1% | -$20.1K | 0.03% | 141 |
|
|
2020
Q4 | $1.4M | Buy |
3,977
+2,522
| +173% | +$885K | 0.03% | 133 |
|
|
2020
Q3 | $453K | Buy |
1,455
+122
| +9% | +$38K | 0.01% | 192 |
|
|
2020
Q2 | $393K | Sell |
1,333
-329
| -20% | -$97K | 0.01% | 185 |
|
|
2020
Q1 | $414K | Buy |
1,662
+526
| +46% | +$131K | 0.01% | 158 |
|
|
2019
Q4 | $334K | Sell |
1,136
-73
| -6% | -$21.5K | 0.01% | 180 |
|
|
2019
Q3 | $263K | Buy |
1,209
+38
| +3% | +$8.27K | 0.01% | 208 |
|
|
2019
Q2 | $286K | Hold |
1,171
| – | – | 0.01% | 187 |
|
|
2019
Q1 | $290K | Sell |
1,171
-6
| -0.5% | -$1.49K | 0.01% | 182 |
|
|
2018
Q4 | $293K | Buy |
1,177
+51
| +5% | +$12.7K | 0.01% | 165 |
|
|
2018
Q3 | $300K | Buy |
1,126
+42
| +4% | +$11.2K | 0.01% | 158 |
|
|
2018
Q2 | $266K | Hold |
1,084
| – | – | 0.01% | 162 |
|
|
2018
Q1 | $232K | Sell |
1,084
-484
| -31% | -$104K | 0.01% | 176 |
|
|
2017
Q4 | $346K | Buy |
1,568
+509
| +48% | +$112K | 0.01% | 137 |
|
|
2017
Q3 | $207K | Buy |
+1,059
| New | +$207K | ﹤0.01% | 78 |
|