Canopy Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,469
-1,567
| -31% | -$489K | 0.4% | 54 |
|
|
2025
Q1 | $2.64M | Sell |
5,036
-208
| -4% | -$109K | 1.03% | 23 |
|
|
2024
Q4 | $2.65M | Buy |
5,244
+794
| +18% | +$402K | 1.01% | 22 |
|
|
2024
Q3 | $2.6M | Buy |
4,450
+81
| +2% | +$47.4K | 1.12% | 17 |
|
|
2024
Q2 | $2.22M | Sell |
4,369
-148
| -3% | -$75.4K | 1.03% | 17 |
|
|
2024
Q1 | $2.23M | Buy |
4,517
+395
| +10% | +$195K | 1.09% | 15 |
|
|
2023
Q4 | $2.17M | Buy |
+4,122
| New | +$2.17M | 1.32% | 15 |
|