Cape Investment Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
1,654
+98
| +6% | +$30.6K | 0.19% | 92 |
|
|
2025
Q1 | $815K | Sell |
1,556
-77
| -5% | -$40.3K | 0.32% | 67 |
|
|
2024
Q4 | $826K | Sell |
1,633
-30
| -2% | -$15.2K | 0.32% | 64 |
|
|
2024
Q3 | $972K | Sell |
1,663
-21
| -1% | -$12.3K | 0.39% | 55 |
|
|
2024
Q2 | $858K | Buy |
1,684
+71
| +4% | +$36.2K | 0.39% | 55 |
|
|
2024
Q1 | $798K | Sell |
1,613
-12
| -0.7% | -$5.94K | 0.37% | 58 |
|
|
2023
Q4 | $855K | Buy |
1,625
+11
| +0.7% | +$5.79K | 0.42% | 52 |
|
|
2023
Q3 | $814K | Buy |
1,614
+3
| +0.2% | +$1.51K | 0.46% | 47 |
|
|
2023
Q2 | $774K | Sell |
1,611
-38
| -2% | -$18.3K | 0.43% | 51 |
|
|
2023
Q1 | $779K | Buy |
+1,649
| New | +$779K | 0.48% | 45 |
|