YIA
YHB Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24M | Sell |
29,605
-94
| -0.3% | -$29.3K | 0.71% | 36 |
|
|
2025
Q1 | $15.6M | Sell |
29,699
-1,303
| -4% | -$682K | 1.3% | 17 |
|
|
2024
Q4 | $15.7M | Buy |
31,002
+178
| +0.6% | +$90K | 1.29% | 17 |
|
|
2024
Q3 | $18M | Buy |
30,824
+203
| +0.7% | +$119K | 1.49% | 15 |
|
|
2024
Q2 | $15.6M | Buy |
30,621
+1,322
| +5% | +$673K | 1.34% | 17 |
|
|
2024
Q1 | $14.5M | Sell |
29,299
-1,972
| -6% | -$976K | 1.29% | 18 |
|
|
2023
Q4 | $16.5M | Sell |
31,271
-3,743
| -11% | -$1.97M | 1.59% | 13 |
|
|
2023
Q3 | $17.7M | Buy |
35,014
+19
| +0.1% | +$9.58K | 1.63% | 12 |
|
|
2023
Q2 | $16.8M | Buy |
34,995
+534
| +2% | +$257K | 1.57% | 13 |
|
|
2023
Q1 | $16.3M | Buy |
34,461
+2,425
| +8% | +$1.15M | 1.63% | 12 |
|
|
2022
Q4 | $17M | Sell |
32,036
-2,117
| -6% | -$1.12M | 1.81% | 11 |
|
|
2022
Q3 | $17.2M | Sell |
34,153
-38
| -0.1% | -$19.2K | 1.92% | 10 |
|
|
2022
Q2 | $17.6M | Buy |
34,191
+44
| +0.1% | +$22.6K | 1.85% | 11 |
|
|
2022
Q1 | $17.4M | Sell |
34,147
-1,639
| -5% | -$836K | 1.54% | 11 |
|
|
2021
Q4 | $18M | Buy |
35,786
+712
| +2% | +$358K | 1.42% | 14 |
|
|
2021
Q3 | $13.7M | Buy |
35,074
+117
| +0.3% | +$45.7K | 1.18% | 19 |
|
|
2021
Q2 | $14M | Sell |
34,957
-433
| -1% | -$173K | 1.19% | 18 |
|
|
2021
Q1 | $13.8M | Sell |
35,390
-71
| -0.2% | -$27.8K | 1.2% | 19 |
|
|
2020
Q4 | $12.4M | Buy |
35,461
+412
| +1% | +$144K | 1.18% | 20 |
|
|
2020
Q3 | $10.9M | Buy |
35,049
+11,079
| +46% | +$3.45M | 1.19% | 22 |
|
|
2020
Q2 | $7.07M | Sell |
23,970
-488
| -2% | -$144K | 1.02% | 29 |
|
|
2020
Q1 | $6.1M | Buy |
24,458
+1,143
| +5% | +$285K | 1.05% | 31 |
|
|
2019
Q4 | $6.85M | Sell |
23,315
-911
| -4% | -$268K | 0.98% | 34 |
|
|
2019
Q3 | $5.27M | Buy |
24,226
+1,028
| +4% | +$223K | 0.8% | 41 |
|
|
2019
Q2 | $5.66M | Sell |
23,198
-2,517
| -10% | -$614K | 0.9% | 37 |
|
|
2019
Q1 | $6.36M | Buy |
25,715
+442
| +2% | +$109K | 1% | 34 |
|
|
2018
Q4 | $6.3M | Sell |
25,273
-13,933
| -36% | -$3.47M | 1.12% | 29 |
|
|
2018
Q3 | $10.4M | Buy |
39,206
+2,105
| +6% | +$560K | 1.57% | 16 |
|
|
2018
Q2 | $9.1M | Buy |
37,101
+482
| +1% | +$118K | 1.49% | 17 |
|
|
2018
Q1 | $7.84M | Sell |
36,619
-1,222
| -3% | -$261K | 1.33% | 20 |
|
|
2017
Q4 | $8.34M | Buy |
37,841
+355
| +0.9% | +$78.3K | 1.42% | 20 |
|
|
2017
Q3 | $7.34M | Buy |
37,486
+15,578
| +71% | +$3.05M | 1.31% | 23 |
|
|
2017
Q2 | $4.06M | Sell |
21,908
-15,642
| -42% | -$2.9M | 0.7% | 41 |
|
|
2017
Q1 | $6.57M | Sell |
37,550
-682
| -2% | -$119K | 1.26% | 23 |
|
|
2016
Q4 | $6.12M | Buy |
38,232
+18,265
| +91% | +$2.92M | 1.27% | 24 |
|
|
2016
Q3 | $2.8M | Sell |
19,967
-20,063
| -50% | -$2.81M | 0.67% | 51 |
|
|
2016
Q2 | $5.65M | Buy |
40,030
+24,715
| +161% | +$3.49M | 1.24% | 28 |
|
|
2016
Q1 | $1.97M | Sell |
15,315
-26,035
| -63% | -$3.36M | 0.53% | 60 |
|
|
2015
Q4 | $4.86M | Buy |
41,350
+570
| +1% | +$67K | 1.1% | 32 |
|
|
2015
Q3 | $4.73M | Sell |
40,780
-3,250
| -7% | -$377K | 1.12% | 29 |
|
|
2015
Q2 | $5.37M | Sell |
44,030
-3,575
| -8% | -$436K | 1.17% | 26 |
|
|
2015
Q1 | $5.63M | Sell |
47,605
-1,175
| -2% | -$139K | 1.26% | 23 |
|
|
2014
Q4 | $4.93M | Buy |
48,780
+25
| +0.1% | +$2.53K | 1.13% | 27 |
|
|
2014
Q3 | $4.21M | Buy |
48,755
+200
| +0.4% | +$17.3K | 1.01% | 31 |
|
|
2014
Q2 | $3.97M | Buy |
48,555
+573
| +1% | +$46.8K | 0.96% | 37 |
|
|
2014
Q1 | $3.93M | Buy |
47,982
+2,450
| +5% | +$201K | 1% | 35 |
|
|
2013
Q4 | $3.43M | Buy |
45,532
+800
| +2% | +$60.2K | 0.92% | 41 |
|
|
2013
Q3 | $3.2M | Sell |
44,732
-275
| -0.6% | -$19.7K | 0.95% | 39 |
|
|
2013
Q2 | $2.95M | Buy |
+45,007
| New | +$2.95M | 0.92% | 41 |
|