CIP
Capital Insight Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
8,902
-387
| -4% | -$121K | 0.48% | 61 |
|
|
2025
Q1 | $4.87M | Buy |
9,289
+42
| +0.5% | +$22K | 0.85% | 40 |
|
|
2024
Q4 | $4.68M | Buy |
9,247
+480
| +5% | +$243K | 0.81% | 42 |
|
|
2024
Q3 | $5.13M | Buy |
8,767
+231
| +3% | +$135K | 0.9% | 37 |
|
|
2024
Q2 | $4.35M | Sell |
8,536
-509
| -6% | -$259K | 0.82% | 42 |
|
|
2024
Q1 | $4.47M | Buy |
9,045
+332
| +4% | +$164K | 0.84% | 38 |
|
|
2023
Q4 | $4.59M | Sell |
8,713
-107
| -1% | -$56.3K | 0.94% | 32 |
|
|
2023
Q3 | $4.45M | Buy |
8,820
+208
| +2% | +$105K | 1.01% | 26 |
|
|
2023
Q2 | $4.14M | Buy |
8,612
+138
| +2% | +$66.3K | 0.93% | 32 |
|
|
2023
Q1 | $4M | Buy |
+8,474
| New | +$4M | 0.94% | 29 |
|
|
2022
Q4 | – | Sell |
-7,911
| Closed | -$4M | – | 162 |
|
|
2022
Q3 | $4M | Buy |
7,911
+213
| +3% | +$108K | 1.08% | 22 |
|
|
2022
Q2 | $3.95M | Buy |
7,698
+124
| +2% | +$63.7K | 0.92% | 31 |
|
|
2022
Q1 | $3.86M | Sell |
7,574
-220
| -3% | -$112K | 0.79% | 40 |
|
|
2021
Q4 | $3.91M | Buy |
7,794
+76
| +1% | +$38.2K | 0.8% | 43 |
|
|
2021
Q3 | $3.02M | Buy |
7,718
+212
| +3% | +$82.8K | 0.66% | 54 |
|
|
2021
Q2 | $3.01M | Buy |
7,506
+184
| +3% | +$73.7K | 0.68% | 56 |
|
|
2021
Q1 | $2.72M | Buy |
7,322
+198
| +3% | +$73.7K | 0.66% | 59 |
|
|
2020
Q4 | $2.5M | Buy |
7,124
+5
| +0.1% | +$1.75K | 0.63% | 57 |
|
|
2020
Q3 | $2.22M | Sell |
7,119
-157
| -2% | -$48.9K | 0.62% | 59 |
|
|
2020
Q2 | $2.15M | Sell |
7,276
-12
| -0.2% | -$3.54K | 0.68% | 51 |
|
|
2020
Q1 | $1.82M | Buy |
7,288
+579
| +9% | +$144K | 0.96% | 35 |
|
|
2019
Q4 | $1.97M | Buy |
6,709
+3
| +0% | +$882 | 0.91% | 35 |
|
|
2019
Q3 | $1.46M | Buy |
6,706
+13
| +0.2% | +$2.82K | 1.27% | 35 |
|
|
2019
Q2 | $1.63M | Buy |
6,693
+119
| +2% | +$29K | 1.42% | 32 |
|
|
2019
Q1 | $1.63M | Buy |
6,574
+5,610
| +582% | +$1.39M | 1.47% | 31 |
|
|
2018
Q4 | $240K | Hold |
964
| – | – | 0.25% | 72 |
|
|
2018
Q3 | $256K | Hold |
964
| – | – | 0.23% | 72 |
|
|
2018
Q2 | $237K | Sell |
964
-68
| -7% | -$16.7K | 0.19% | 68 |
|
|
2018
Q1 | $221K | Buy |
1,032
+2
| +0.2% | +$428 | 0.18% | 72 |
|
|
2017
Q4 | $227K | Sell |
1,030
-3
| -0.3% | -$661 | 0.18% | 77 |
|
|
2017
Q3 | $202K | Buy |
+1,033
| New | +$202K | 0.17% | 75 |
|