Alpha Cubed Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
35,577
+4,953
| +16% | +$1.55M | 0.42% | 52 |
|
|
2025
Q1 | $16M | Sell |
30,624
-2,430
| -7% | -$1.27M | 0.72% | 41 |
|
|
2024
Q4 | $16.7M | Sell |
33,054
-52,895
| -62% | -$26.8M | 0.76% | 39 |
|
|
2024
Q3 | $50.3M | Sell |
85,949
-438
| -0.5% | -$256K | 2.24% | 14 |
|
|
2024
Q2 | $44M | Buy |
86,387
+12,143
| +16% | +$6.18M | 2.1% | 13 |
|
|
2024
Q1 | $36.7M | Buy |
74,244
+10,581
| +17% | +$5.23M | 1.92% | 15 |
|
|
2023
Q4 | $33.5M | Buy |
63,663
+1,205
| +2% | +$634K | 1.87% | 16 |
|
|
2023
Q3 | $31.5M | Buy |
62,458
+7,825
| +14% | +$3.95M | 2.12% | 13 |
|
|
2023
Q2 | $26.3M | Buy |
54,633
+6,213
| +13% | +$2.99M | 1.77% | 14 |
|
|
2023
Q1 | $22.9M | Buy |
48,420
+3,251
| +7% | +$1.54M | 1.66% | 19 |
|
|
2022
Q4 | $23.9M | Buy |
45,169
+4,879
| +12% | +$2.59M | 1.81% | 13 |
|
|
2022
Q3 | $20.3M | Buy |
40,290
+790
| +2% | +$399K | 1.59% | 19 |
|
|
2022
Q2 | $20.3M | Buy |
39,500
+7,513
| +23% | +$3.86M | 1.47% | 24 |
|
|
2022
Q1 | $16.3M | Sell |
31,987
-2,327
| -7% | -$1.19M | 1.04% | 33 |
|
|
2021
Q4 | $17.2M | Buy |
34,314
+1,841
| +6% | +$924K | 1.13% | 29 |
|
|
2021
Q3 | $12.7M | Buy |
32,473
+1,870
| +6% | +$731K | 0.95% | 36 |
|
|
2021
Q2 | $12.3M | Sell |
30,603
-1,238
| -4% | -$496K | 0.89% | 40 |
|
|
2021
Q1 | $11.8M | Buy |
31,841
+5,717
| +22% | +$2.13M | 0.92% | 36 |
|
|
2020
Q4 | $9.16M | Buy |
26,124
+1,675
| +7% | +$587K | 0.78% | 45 |
|
|
2020
Q3 | $7.62M | Buy |
24,449
+844
| +4% | +$263K | 0.73% | 45 |
|
|
2020
Q2 | $6.96M | Sell |
23,605
-1,116
| -5% | -$329K | 0.76% | 41 |
|
|
2020
Q1 | $6.17M | Sell |
24,721
-875
| -3% | -$218K | 0.74% | 40 |
|
|
2019
Q4 | $7.53M | Buy |
25,596
+1,630
| +7% | +$479K | 0.77% | 39 |
|
|
2019
Q3 | $5.21M | Buy |
23,966
+1,222
| +5% | +$266K | 0.61% | 43 |
|
|
2019
Q2 | $5.55M | Sell |
22,744
-1,077
| -5% | -$263K | 0.64% | 47 |
|
|
2019
Q1 | $5.89M | Buy |
23,821
+1,341
| +6% | +$332K | 0.71% | 44 |
|
|
2018
Q4 | $5.6M | Sell |
22,480
-1,373
| -6% | -$342K | 0.84% | 37 |
|
|
2018
Q3 | $6.33M | Buy |
23,853
+1,285
| +6% | +$341K | 0.74% | 40 |
|
|
2018
Q2 | $5.54M | Buy |
22,568
+385
| +2% | +$94.5K | 0.71% | 41 |
|
|
2018
Q1 | $4.75M | Buy |
22,183
+3,075
| +16% | +$658K | 0.62% | 44 |
|
|
2017
Q4 | $4.21M | Buy |
19,108
+87
| +0.5% | +$19.2K | 0.55% | 43 |
|
|
2017
Q3 | $3.73M | Buy |
19,021
+4,590
| +32% | +$899K | 0.56% | 40 |
|
|
2017
Q2 | $2.68M | Buy |
14,431
+9,233
| +178% | +$1.71M | 0.46% | 45 |
|
|
2017
Q1 | $853K | Sell |
5,198
-5,847
| -53% | -$960K | 0.17% | 79 |
|
|
2016
Q4 | $1.77M | Sell |
11,045
-110
| -1% | -$17.6K | 0.42% | 50 |
|
|
2016
Q3 | $1.56M | Buy |
11,155
+96
| +0.9% | +$13.4K | 0.42% | 48 |
|
|
2016
Q2 | $1.56M | Sell |
11,059
-275
| -2% | -$38.8K | 0.54% | 42 |
|
|
2016
Q1 | $1.46M | Sell |
11,334
-5,010
| -31% | -$646K | 0.45% | 50 |
|
|
2015
Q4 | $1.92M | Sell |
16,344
-104
| -0.6% | -$12.2K | 0.5% | 54 |
|
|
2015
Q3 | $1.94M | Sell |
16,448
-580
| -3% | -$68.3K | 0.51% | 51 |
|
|
2015
Q2 | $2.08M | Sell |
17,028
-80
| -0.5% | -$9.76K | 0.56% | 54 |
|
|
2015
Q1 | $2.02M | Buy |
17,108
+2,111
| +14% | +$250K | 0.63% | 48 |
|
|
2014
Q4 | $1.52M | Sell |
14,997
-880
| -6% | -$89K | 0.59% | 54 |
|
|
2014
Q3 | $1.37M | Sell |
15,877
-5,321
| -25% | -$459K | 0.65% | 54 |
|
|
2014
Q2 | $1.73M | Sell |
21,198
-446
| -2% | -$36.5K | 0.77% | 44 |
|
|
2014
Q1 | $1.77M | Sell |
21,644
-22,300
| -51% | -$1.83M | 0.92% | 31 |
|
|
2013
Q4 | $3.31M | Buy |
+43,944
| New | +$3.31M | 1.18% | 17 |
|