Capital Investment 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 | $2.33M | Buy |
7,469
+2,990
| +67% | +$933K | 0.19% | 122 |
|
|
2025
Q1 | $2.35M | Buy |
4,479
+136
| +3% | +$71.2K | 0.21% | 112 |
|
|
2024
Q4 | $2.2M | Buy |
4,343
+550
| +15% | +$278K | 0.21% | 113 |
|
|
2024
Q3 | $2.22M | Buy |
3,793
+53
| +1% | +$31K | 0.21% | 109 |
|
|
2024
Q2 | $1.9M | Buy |
3,740
+358
| +11% | +$182K | 0.2% | 114 |
|
|
2024
Q1 | $1.67M | Sell |
3,382
-247
| -7% | -$122K | 0.18% | 127 |
|
|
2023
Q4 | $1.91M | Sell |
3,629
-14
| -0.4% | -$7.37K | 0.18% | 104 |
|
|
2023
Q3 | $1.84M | Sell |
3,643
-156
| -4% | -$78.6K | 0.18% | 99 |
|
|
2023
Q2 | $1.83M | Buy |
3,799
+101
| +3% | +$48.5K | 0.18% | 94 |
|
|
2023
Q1 | $1.75M | Sell |
3,698
-133
| -3% | -$62.9K | 0.21% | 94 |
|
|
2022
Q4 | $2.03M | Sell |
3,831
-231
| -6% | -$122K | 0.24% | 82 |
|
|
2022
Q3 | $2.05M | Buy |
4,062
+258
| +7% | +$130K | 0.27% | 74 |
|
|
2022
Q2 | $1.95M | Buy |
3,804
+254
| +7% | +$130K | 0.24% | 86 |
|
|
2022
Q1 | $1.81M | Buy |
3,550
+229
| +7% | +$117K | 0.2% | 102 |
|
|
2021
Q4 | $1.67M | Buy |
3,321
+4
| +0.1% | +$2.01K | 0.2% | 112 |
|
|
2021
Q3 | $1.3M | Sell |
3,317
-242
| -7% | -$94.6K | 0.16% | 127 |
|
|
2021
Q2 | $1.43M | Sell |
3,559
-275
| -7% | -$110K | 0.18% | 113 |
|
|
2021
Q1 | $1.43M | Sell |
3,834
-55
| -1% | -$20.5K | 0.2% | 109 |
|
|
2020
Q4 | $1.36M | Buy |
3,889
+1,422
| +58% | +$499K | 0.2% | 109 |
|
|
2020
Q3 | $769K | Sell |
2,467
-1,382
| -36% | -$431K | 0.14% | 147 |
|
|
2020
Q2 | $1.14M | Sell |
3,849
-362
| -9% | -$107K | 0.23% | 94 |
|
|
2020
Q1 | $1.05M | Buy |
4,211
+985
| +31% | +$246K | 0.26% | 86 |
|
|
2019
Q4 | $948K | Buy |
3,226
+753
| +30% | +$221K | 0.25% | 88 |
|
|
2019
Q3 | $537K | Hold |
2,473
| – | – | 0.15% | 131 |
|
|
2019
Q2 | $631K | Buy |
2,473
+1,827
| +283% | +$466K | 0.19% | 111 |
|
|
2019
Q1 | $160K | Hold |
646
| – | – | 0.06% | 246 |
|
|
2018
Q4 | $161K | Buy |
+646
| New | +$161K | 0.07% | 223 |
|