Capital Advisors Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
1,497
+839
| +128% | +$262K | 0.07% | 116 |
|
|
2025
Q1 | $345K | Buy |
658
+64
| +11% | +$33.5K | 0.06% | 129 |
|
|
2024
Q4 | $301K | Buy |
594
+109
| +22% | +$55.2K | 0.05% | 133 |
|
|
2024
Q3 | $283K | Buy |
485
+10
| +2% | +$5.84K | 0.05% | 134 |
|
|
2024
Q2 | $242K | Buy |
475
+13
| +3% | +$6.62K | 0.05% | 134 |
|
|
2024
Q1 | $229K | Sell |
462
-1,429
| -76% | -$707K | 0.05% | 138 |
|
|
2023
Q4 | $996K | Buy |
1,891
+88
| +5% | +$46.3K | 0.23% | 55 |
|
|
2023
Q3 | $909K | Buy |
1,803
+30
| +2% | +$15.1K | 0.24% | 57 |
|
|
2023
Q2 | $852K | Buy |
1,773
+135
| +8% | +$64.9K | 0.22% | 62 |
|
|
2023
Q1 | $774K | Sell |
1,638
-85
| -5% | -$40.2K | 0.21% | 64 |
|
|
2022
Q4 | $913K | Buy |
1,723
+348
| +25% | +$184K | 0.28% | 50 |
|
|
2022
Q3 | $695K | Buy |
1,375
+200
| +17% | +$101K | 0.23% | 53 |
|
|
2022
Q2 | $603K | Buy |
+1,175
| New | +$603K | 0.2% | 59 |
|