CAGAS
Capital Advisory Group Advisory Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
2,207
-27
| -1% | -$8.42K | 0.25% | 88 |
|
|
2025
Q1 | $1.17M | Sell |
2,234
-1,820
| -45% | -$953K | 0.45% | 66 |
|
|
2024
Q4 | $2.05M | Buy |
4,054
+671
| +20% | +$339K | 0.74% | 45 |
|
|
2024
Q3 | $1.98M | Buy |
3,383
+1,175
| +53% | +$687K | 0.79% | 44 |
|
|
2024
Q2 | $1.12M | Buy |
2,208
+460
| +26% | +$234K | 0.48% | 55 |
|
|
2024
Q1 | $865K | Buy |
1,748
+13
| +0.7% | +$6.43K | 0.41% | 63 |
|
|
2023
Q4 | $913K | Sell |
1,735
-57
| -3% | -$30K | 0.49% | 57 |
|
|
2023
Q3 | $904K | Buy |
+1,792
| New | +$904K | 0.51% | 55 |
|
|
2023
Q2 | – | Sell |
-1,654
| Closed | -$782K | – | 140 |
|
|
2023
Q1 | $782K | Buy |
1,654
+166
| +11% | +$78.5K | 0.47% | 61 |
|
|
2022
Q4 | $789K | Sell |
1,488
-592
| -28% | -$314K | 0.54% | 51 |
|
|
2022
Q3 | $1.05M | Sell |
2,080
-40
| -2% | -$20.2K | 0.73% | 44 |
|
|
2022
Q2 | $1.04M | Buy |
2,120
+18
| +0.9% | +$8.79K | 0.62% | 47 |
|
|
2022
Q1 | $1.07M | Sell |
2,102
-546
| -21% | -$278K | 0.5% | 57 |
|
|
2021
Q4 | $1.33M | Buy |
2,648
+42
| +2% | +$21.1K | 0.58% | 51 |
|
|
2021
Q3 | $1.02M | Buy |
2,606
+123
| +5% | +$48K | 0.37% | 67 |
|
|
2021
Q2 | $994K | Buy |
2,483
+36
| +1% | +$14.4K | 0.36% | 71 |
|
|
2021
Q1 | $910K | Buy |
2,447
+88
| +4% | +$32.7K | 0.35% | 73 |
|
|
2020
Q4 | $827K | Buy |
2,359
+88
| +4% | +$30.9K | 0.35% | 70 |
|
|
2020
Q3 | $708K | Sell |
2,271
-21
| -0.9% | -$6.55K | 0.37% | 68 |
|
|
2020
Q2 | $676K | Buy |
2,292
+646
| +39% | +$191K | 0.38% | 58 |
|
|
2020
Q1 | $410K | Buy |
1,646
+770
| +88% | +$192K | 0.51% | 44 |
|
|
2019
Q4 | $258K | Sell |
876
-405
| -32% | -$119K | 0.14% | 89 |
|
|
2019
Q3 | $278K | Buy |
1,281
+1
| +0.1% | +$217 | 0.19% | 62 |
|
|
2019
Q2 | $312K | Buy |
1,280
+342
| +36% | +$83.4K | 0.21% | 58 |
|
|
2019
Q1 | $233K | Hold |
938
| – | – | 0.17% | 68 |
|
|
2018
Q4 | $234K | Buy |
938
+80
| +9% | +$20K | 0.18% | 62 |
|
|
2018
Q3 | $228K | Hold |
858
| – | – | 0.15% | 73 |
|
|
2018
Q2 | $211K | Sell |
858
-54
| -6% | -$13.3K | 0.15% | 73 |
|
|
2018
Q1 | $195K | Buy |
+912
| New | +$195K | 0.14% | 81 |
|