Capital Advisory Group Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $2.05M | Buy |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $865K | Buy |
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|
2023
Q4 | $913K | Sell |
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|
2023
Q3 | $904K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $789K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $994K | Buy |
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|
2021
Q1 | $910K | Buy |
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|
2020
Q4 | $827K | Buy |
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|
2020
Q3 | $708K | Sell |
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|
2020
Q2 | $676K | Buy |
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|
2020
Q1 | $410K | Buy |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $278K | Buy |
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|
2019
Q2 | $312K | Buy |
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|
2019
Q1 | $233K | Hold |
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|
2018
Q4 | $234K | Buy |
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|
2018
Q3 | $228K | Hold |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $195K | Buy |
|