Capital Investment Services of America’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-444
| Closed | -$226K | – | 78 |
|
|
2024
Q2 | $226K | Hold |
444
| – | – | 0.02% | 73 |
|
|
2024
Q1 | $220K | Sell |
444
-178
| -29% | -$88.1K | 0.02% | 73 |
|
|
2023
Q4 | $327K | Buy |
622
+5
| +0.8% | +$2.63K | 0.03% | 67 |
|
|
2023
Q3 | $311K | Sell |
617
-153
| -20% | -$77.1K | 0.04% | 64 |
|
|
2023
Q2 | $370K | Buy |
770
+162
| +27% | +$77.9K | 0.04% | 62 |
|
|
2023
Q1 | $287K | Hold |
608
| – | – | 0.03% | 63 |
|
|
2022
Q4 | $322K | Sell |
608
-35
| -5% | -$18.6K | 0.04% | 63 |
|
|
2022
Q3 | $325K | Sell |
643
-55
| -8% | -$27.8K | 0.04% | 64 |
|
|
2022
Q2 | $359K | Sell |
698
-187
| -21% | -$96.2K | 0.05% | 63 |
|
|
2022
Q1 | $444K | Hold |
885
| – | – | 0.04% | 64 |
|
|
2021
Q4 | $444K | Hold |
885
| – | – | 0.04% | 64 |
|
|
2021
Q3 | $346K | Hold |
885
| – | – | 0.03% | 66 |
|
|
2021
Q2 | $354K | Hold |
885
| – | – | 0.03% | 65 |
|
|
2021
Q1 | $329K | Buy |
885
+200
| +29% | +$74.4K | 0.03% | 65 |
|
|
2020
Q4 | $240K | Buy |
+685
| New | +$240K | 0.03% | 69 |
|