Capital Management Associates (New York)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Hold |
1,800
| – | – | 0.92% | 37 |
|
|
2025
Q1 | $943K | Sell |
1,800
-1,655
| -48% | -$867K | 1.84% | 28 |
|
|
2024
Q4 | $1.75M | Buy |
3,455
+2,251
| +187% | +$1.14M | 2.06% | 17 |
|
|
2024
Q3 | $704K | Sell |
1,204
-19
| -2% | -$11.1K | 0.78% | 54 |
|
|
2024
Q2 | $623K | Sell |
1,223
-577
| -32% | -$294K | 0.74% | 52 |
|
|
2024
Q1 | $890K | Hold |
1,800
| – | – | 1.06% | 41 |
|
|
2023
Q4 | $948K | Buy |
+1,800
| New | +$948K | 1.21% | 33 |
|
|
2023
Q1 | – | Sell |
-1,850
| Closed | -$981K | – | 101 |
|
|
2022
Q4 | $981K | Sell |
1,850
-800
| -30% | -$424K | 1.46% | 29 |
|
|
2022
Q3 | $1.34M | Hold |
2,650
| – | – | 1.95% | 18 |
|
|
2022
Q2 | $1.36M | Buy |
2,650
+350
| +15% | +$180K | 2% | 16 |
|
|
2022
Q1 | $1.17M | Buy |
+2,300
| New | +$1.17M | 1.26% | 35 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$200K | – | 77 |
|
|
2021
Q2 | $200K | Buy |
+500
| New | +$200K | 0.19% | 76 |
|
|
2020
Q4 | – | Sell |
-750
| Closed | -$234K | – | 75 |
|
|
2020
Q3 | $234K | Sell |
750
-300
| -29% | -$93.6K | 0.31% | 66 |
|
|
2020
Q2 | $310K | Hold |
1,050
| – | – | 0.44% | 64 |
|
|
2020
Q1 | $262K | Buy |
+1,050
| New | +$262K | 0.47% | 66 |
|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$498K | – | 113 |
|
|
2018
Q4 | $498K | Sell |
2,000
-1,250
| -38% | -$311K | 0.94% | 43 |
|
|
2018
Q3 | $865K | Hold |
3,250
| – | – | 1.07% | 21 |
|
|
2018
Q2 | $797K | Buy |
+3,250
| New | +$797K | 1% | 25 |
|