Capital Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.36M | Sell |
20,400
-2,819
| -12% | -$879K | 0.11% | 128 |
|
|
2025
Q1 | $12.2M | Sell |
23,219
-2,077
| -8% | -$1.09M | 0.24% | 91 |
|
|
2024
Q4 | $12.8M | Buy |
25,296
+2,582
| +11% | +$1.31M | 0.26% | 88 |
|
|
2024
Q3 | $13.3M | Buy |
22,714
+1,759
| +8% | +$1.03M | 0.27% | 82 |
|
|
2024
Q2 | $10.7M | Buy |
20,955
+1,928
| +10% | +$982K | 0.24% | 90 |
|
|
2024
Q1 | $9.41M | Buy |
19,027
+2,129
| +13% | +$1.05M | 0.22% | 94 |
|
|
2023
Q4 | $8.9M | Buy |
16,898
+1,432
| +9% | +$754K | 0.22% | 95 |
|
|
2023
Q3 | $7.8M | Sell |
15,466
-29
| -0.2% | -$14.6K | 0.22% | 94 |
|
|
2023
Q2 | $7.45M | Buy |
15,495
+265
| +2% | +$127K | 0.23% | 89 |
|
|
2023
Q1 | $7.2M | Sell |
15,230
-126
| -0.8% | -$59.5K | 0.21% | 96 |
|
|
2022
Q4 | $8.14M | Sell |
15,356
-22
| -0.1% | -$11.7K | 0.25% | 89 |
|
|
2022
Q3 | $7.77M | Sell |
15,378
-86
| -0.6% | -$43.4K | 0.27% | 88 |
|
|
2022
Q2 | $7.94M | Buy |
15,464
+336
| +2% | +$173K | 0.26% | 88 |
|
|
2022
Q1 | $7.72M | Sell |
15,128
-421
| -3% | -$215K | 0.24% | 92 |
|
|
2021
Q4 | $7.81M | Buy |
15,549
+368
| +2% | +$185K | 0.24% | 88 |
|
|
2021
Q3 | $5.93M | Buy |
15,181
+1,213
| +9% | +$474K | 0.2% | 99 |
|
|
2021
Q2 | $5.59M | Buy |
13,968
+1,056
| +8% | +$423K | 0.19% | 101 |
|
|
2021
Q1 | $4.8M | Buy |
12,912
+371
| +3% | +$138K | 0.18% | 105 |
|
|
2020
Q4 | $4.4M | Sell |
12,541
-2,819
| -18% | -$989K | 0.18% | 100 |
|
|
2020
Q3 | $4.79M | Sell |
15,360
-102
| -0.7% | -$31.8K | 0.23% | 90 |
|
|
2020
Q2 | $4.56M | Buy |
15,462
+3,617
| +31% | +$1.07M | 0.24% | 89 |
|
|
2020
Q1 | $2.95M | Buy |
11,845
+1,214
| +11% | +$303K | 0.19% | 105 |
|
|
2019
Q4 | $3.13M | Buy |
10,631
+534
| +5% | +$157K | 0.15% | 119 |
|
|
2019
Q3 | $2.19M | Buy |
10,097
+3,718
| +58% | +$808K | 0.12% | 146 |
|
|
2019
Q2 | $1.56M | Buy |
6,379
+1,323
| +26% | +$323K | 0.09% | 166 |
|
|
2019
Q1 | $1.25M | Sell |
5,056
-333
| -6% | -$82.3K | 0.07% | 194 |
|
|
2018
Q4 | $1.34M | Buy |
5,389
+48
| +0.9% | +$12K | 0.09% | 172 |
|
|
2018
Q3 | $1.42M | Sell |
5,341
-47
| -0.9% | -$12.5K | 0.08% | 171 |
|
|
2018
Q2 | $1.32M | Buy |
5,388
+129
| +2% | +$31.7K | 0.08% | 176 |
|
|
2018
Q1 | $1.13M | Sell |
5,259
-122
| -2% | -$26.1K | 0.07% | 197 |
|
|
2017
Q4 | $1.19M | Buy |
5,381
+217
| +4% | +$47.8K | 0.08% | 192 |
|
|
2017
Q3 | $1.01M | Sell |
5,164
-649
| -11% | -$127K | 0.07% | 205 |
|
|
2017
Q2 | $1.08M | Sell |
5,813
-94
| -2% | -$17.4K | 0.08% | 195 |
|
|
2017
Q1 | $969K | Sell |
5,907
-1,540
| -21% | -$253K | 0.07% | 208 |
|
|
2016
Q4 | $1.19M | Buy |
7,447
+34
| +0.5% | +$5.44K | 0.1% | 177 |
|
|
2016
Q3 | $1.04M | Buy |
7,413
+746
| +11% | +$104K | 0.09% | 191 |
|
|
2016
Q2 | $941K | Buy |
6,667
+38
| +0.6% | +$5.36K | 0.09% | 196 |
|
|
2016
Q1 | $854K | Buy |
6,629
+63
| +1% | +$8.12K | 0.08% | 191 |
|
|
2015
Q4 | $772K | Buy |
6,566
+215
| +3% | +$25.3K | 0.08% | 190 |
|
|
2015
Q3 | $737K | Buy |
6,351
+119
| +2% | +$13.8K | 0.08% | 191 |
|
|
2015
Q2 | $760K | Sell |
6,232
-422
| -6% | -$51.5K | 0.08% | 196 |
|
|
2015
Q1 | $787K | Buy |
6,654
+35
| +0.5% | +$4.14K | 0.08% | 198 |
|
|
2014
Q4 | $669K | Sell |
6,619
-20
| -0.3% | -$2.02K | 0.07% | 213 |
|
|
2014
Q3 | $573K | Sell |
6,639
-39
| -0.6% | -$3.37K | 0.07% | 213 |
|
|
2014
Q2 | $546K | Sell |
6,678
-248
| -4% | -$20.3K | 0.06% | 220 |
|
|
2014
Q1 | $568K | Sell |
6,926
-292
| -4% | -$23.9K | 0.07% | 217 |
|
|
2013
Q4 | $544K | Buy |
+7,218
| New | +$544K | 0.07% | 213 |
|