Capital Asset Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
6,779
-207
| -3% | -$67.5K | 0.1% | 105 |
|
|
2025
Q1 | $3.66M | Sell |
6,986
-357
| -5% | -$187K | 0.19% | 76 |
|
|
2024
Q4 | $3.77M | Buy |
7,343
+760
| +12% | +$390K | 0.19% | 72 |
|
|
2024
Q3 | $3.83M | Sell |
6,583
-76
| -1% | -$44.2K | 0.19% | 66 |
|
|
2024
Q2 | $3.28M | Sell |
6,659
-466
| -7% | -$229K | 0.18% | 72 |
|
|
2024
Q1 | $3.25M | Buy |
7,125
+638
| +10% | +$291K | 0.19% | 67 |
|
|
2023
Q4 | $3.42M | Buy |
6,487
+479
| +8% | +$252K | 0.21% | 58 |
|
|
2023
Q3 | $3.15M | Buy |
6,008
+1,094
| +22% | +$573K | 0.22% | 57 |
|
|
2023
Q2 | $2.36M | Buy |
4,914
+253
| +5% | +$121K | 0.16% | 73 |
|
|
2023
Q1 | $2.2M | Buy |
4,661
+330
| +8% | +$156K | 0.16% | 74 |
|
|
2022
Q4 | $2.33M | Buy |
4,331
+708
| +20% | +$380K | 0.19% | 62 |
|
|
2022
Q3 | $1.83M | Buy |
3,623
+504
| +16% | +$255K | 0.24% | 54 |
|
|
2022
Q2 | $1.6M | Buy |
3,119
+76
| +2% | +$39K | 0.18% | 76 |
|
|
2022
Q1 | $1.55M | Sell |
3,043
-66
| -2% | -$33.7K | 0.17% | 79 |
|
|
2021
Q4 | $1.56M | Sell |
3,109
-92
| -3% | -$46.2K | 0.17% | 83 |
|
|
2021
Q3 | $1.25M | Sell |
3,201
-1,092
| -25% | -$427K | 0.14% | 101 |
|
|
2021
Q2 | $1.72M | Sell |
4,293
-719
| -14% | -$288K | 0.19% | 74 |
|
|
2021
Q1 | $1.87M | Sell |
5,012
-899
| -15% | -$335K | 0.28% | 55 |
|
|
2020
Q4 | $2.07M | Buy |
5,911
+521
| +10% | +$183K | 0.37% | 42 |
|
|
2020
Q3 | $1.68M | Sell |
5,390
-60
| -1% | -$18.7K | 0.35% | 55 |
|
|
2020
Q2 | $1.72M | Buy |
5,450
+953
| +21% | +$301K | 0.37% | 54 |
|
|
2020
Q1 | $1.25M | Buy |
4,497
+1,061
| +31% | +$295K | 0.33% | 56 |
|
|
2019
Q4 | $999K | Buy |
3,436
+1,649
| +92% | +$479K | 0.23% | 77 |
|
|
2019
Q3 | $388K | Sell |
1,787
-15
| -0.8% | -$3.26K | 0.26% | 70 |
|
|
2019
Q2 | $440K | Buy |
1,802
+322
| +22% | +$78.6K | 0.34% | 53 |
|
|
2019
Q1 | $366K | Sell |
1,480
-15
| -1% | -$3.71K | 0.47% | 43 |
|
|
2018
Q4 | $372K | Sell |
1,495
-25
| -2% | -$6.22K | 0.36% | 64 |
|
|
2018
Q3 | $404K | Sell |
1,520
-45
| -3% | -$12K | 0.34% | 65 |
|
|
2018
Q2 | $384K | Sell |
1,565
-40
| -2% | -$9.82K | 0.35% | 68 |
|
|
2018
Q1 | $343K | Sell |
1,605
-5
| -0.3% | -$1.07K | 0.32% | 75 |
|
|
2017
Q4 | $355K | Sell |
1,610
-10
| -0.6% | -$2.21K | 0.32% | 75 |
|
|
2017
Q3 | $317K | Buy |
1,620
+10
| +0.6% | +$1.96K | 0.29% | 79 |
|
|
2017
Q2 | $298K | Hold |
1,610
| – | – | 0.19% | 105 |
|
|
2017
Q1 | $264K | Sell |
1,610
-10
| -0.6% | -$1.64K | 0.19% | 83 |
|
|
2016
Q4 | $259K | Buy |
+1,620
| New | +$259K | 0.22% | 78 |
|