Capital Management Associates Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
+5,390
| New | +$1.68M | 0.53% | 28 |
|
|
2025
Q1 | – | Sell |
-4,322
| Closed | -$2.19M | – | 140 |
|
|
2024
Q4 | $2.19M | Sell |
4,322
-230
| -5% | -$116K | 0.82% | 22 |
|
|
2024
Q3 | $2.66M | Buy |
4,552
+452
| +11% | +$264K | 1.09% | 17 |
|
|
2024
Q2 | $2.09M | Buy |
+4,100
| New | +$2.09M | 1.26% | 16 |
|
|
2024
Q1 | – | Sell |
-432
| Closed | -$227K | – | 95 |
|
|
2023
Q4 | $227K | Buy |
+432
| New | +$227K | 0.13% | 75 |
|