Capital Advisors Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $606K | Buy |
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|
2025
Q2 | $467K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $283K | Buy |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $996K | Buy |
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|
2023
Q3 | $909K | Buy |
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|
2023
Q2 | $852K | Buy |
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|
2023
Q1 | $774K | Sell |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $695K | Buy |
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|
2022
Q2 | $603K | Buy |
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