CGPCS
Capital Group Private Client Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71M | Sell |
227,576
-25,919
| -10% | -$8.09M | 0.62% | 37 |
|
|
2025
Q1 | $133M | Sell |
253,495
-7,219
| -3% | -$3.78M | 1.3% | 19 |
|
|
2024
Q4 | $132M | Sell |
260,714
-1,957
| -0.7% | -$990K | 1.21% | 17 |
|
|
2024
Q3 | $154M | Buy |
262,671
+16,531
| +7% | +$9.67M | 1.46% | 13 |
|
|
2024
Q2 | $125M | Sell |
246,140
-9,987
| -4% | -$5.09M | 1.25% | 17 |
|
|
2024
Q1 | $127M | Sell |
256,127
-76,113
| -23% | -$37.7M | 1.29% | 19 |
|
|
2023
Q4 | $175M | Sell |
332,240
-6,314
| -2% | -$3.32M | 1.81% | 11 |
|
|
2023
Q3 | $171M | Sell |
338,554
-35,761
| -10% | -$18M | 2.08% | 9 |
|
|
2023
Q2 | $180M | Sell |
374,315
-28,339
| -7% | -$13.6M | 2.12% | 7 |
|
|
2023
Q1 | $190M | Sell |
402,654
-109,955
| -21% | -$52M | 2.36% | 6 |
|
|
2022
Q4 | $272M | Sell |
512,609
-4,272
| -0.8% | -$2.26M | 3.43% | 2 |
|
|
2022
Q3 | $261M | Sell |
516,881
-1,653
| -0.3% | -$835K | 3.66% | 2 |
|
|
2022
Q2 | $266M | Sell |
518,534
-5,523
| -1% | -$2.84M | 3.44% | 2 |
|
|
2022
Q1 | $267M | Buy |
524,057
+6,385
| +1% | +$3.26M | 2.92% | 4 |
|
|
2021
Q4 | $260M | Sell |
517,672
-7,864
| -1% | -$3.95M | 2.78% | 5 |
|
|
2021
Q3 | $205M | Buy |
+525,536
| New | +$205M | 2.38% | 6 |
|