Your Advocates Ltd’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8K | Hold |
150
| – | – | 0.02% | 57 |
|
|
2025
Q1 | $78.6K | Hold |
150
| – | – | 0.03% | 44 |
|
|
2024
Q4 | $75.9K | Sell |
150
-148
| -50% | -$74.9K | 0.03% | 42 |
|
|
2024
Q3 | $174K | Hold |
298
| – | – | 0.07% | 29 |
|
|
2024
Q2 | $152K | Hold |
298
| – | – | 0.06% | 29 |
|
|
2024
Q1 | $147K | Hold |
298
| – | – | 0.06% | 30 |
|
|
2023
Q4 | $157K | Sell |
298
-52
| -15% | -$27.4K | 0.06% | 31 |
|
|
2023
Q3 | $176K | Sell |
350
-40
| -10% | -$20.2K | 0.11% | 31 |
|
|
2023
Q2 | $187K | Buy |
390
+40
| +11% | +$19.2K | 0.1% | 30 |
|
|
2023
Q1 | $165K | Hold |
350
| – | – | 0.09% | 31 |
|
|
2022
Q4 | $186K | Hold |
350
| – | – | 0.11% | 30 |
|
|
2022
Q3 | $177K | Hold |
350
| – | – | 0.11% | 29 |
|
|
2022
Q2 | $180K | Hold |
350
| – | – | 0.11% | 27 |
|
|
2022
Q1 | $178K | Hold |
350
| – | – | 0.1% | 31 |
|
|
2021
Q4 | $176K | Hold |
350
| – | – | 0.1% | 30 |
|
|
2021
Q3 | $137K | Buy |
350
+50
| +17% | +$19.6K | 0.09% | 28 |
|
|
2021
Q2 | $120K | Hold |
300
| – | – | 0.08% | 29 |
|
|
2021
Q1 | $112K | Hold |
300
| – | – | 0.08% | 28 |
|
|
2020
Q4 | $105K | Hold |
300
| – | – | 0.08% | 26 |
|
|
2020
Q3 | $94K | Sell |
300
-100
| -25% | -$31.3K | 0.07% | 25 |
|
|
2020
Q2 | $122K | Buy |
400
+100
| +33% | +$30.5K | 0.08% | 25 |
|
|
2020
Q1 | $75K | Buy |
+300
| New | +$75K | 0.06% | 31 |
|