Cape Investment Advisory’s UnitedHealth UNH Stock Holding History

Cape Investment Advisory’s Portfolio UNH Stock Details UNH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$516K	Buy
2025 Q1	$815K	Sell
2024 Q4	$826K	Sell
2024 Q3	$972K	Sell
2024 Q2	$858K	Buy
2024 Q1	$798K	Sell
2023 Q4	$855K	Buy
2023 Q3	$814K	Buy
2023 Q2	$774K	Sell
2023 Q1	$779K	Buy