Capital Market Strategies’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
1,924
+275
| +17% | +$85.8K | 0.42% | 47 |
|
|
2025
Q1 | $864K | Sell |
1,649
-236
| -13% | -$124K | 0.58% | 36 |
|
|
2024
Q4 | $954K | Sell |
1,885
-102
| -5% | -$51.6K | 0.55% | 34 |
|
|
2024
Q3 | $1.16M | Sell |
1,987
-4
| -0.2% | -$2.34K | 0.7% | 30 |
|
|
2024
Q2 | $1.01M | Sell |
1,991
-394
| -17% | -$201K | 0.64% | 31 |
|
|
2024
Q1 | $1.18M | Sell |
2,385
-106
| -4% | -$52.4K | 0.9% | 25 |
|
|
2023
Q4 | $1.31M | Sell |
2,491
-50
| -2% | -$26.3K | 1.14% | 16 |
|
|
2023
Q3 | $1.29M | Buy |
2,541
+80
| +3% | +$40.8K | 1.29% | 15 |
|
|
2023
Q2 | $1.18M | Buy |
+2,461
| New | +$1.18M | 1.09% | 18 |
|
|
2023
Q1 | – | Sell |
-2,400
| Closed | -$1.27M | – | 126 |
|
|
2022
Q4 | $1.27M | Buy |
2,400
+241
| +11% | +$128K | 1.37% | 16 |
|
|
2022
Q3 | $1.09M | Buy |
2,159
+32
| +2% | +$16.2K | 1.23% | 18 |
|
|
2022
Q2 | $1.09M | Buy |
2,127
+100
| +5% | +$51.3K | 1.15% | 21 |
|
|
2022
Q1 | $1.03M | Sell |
2,027
-9
| -0.4% | -$4.59K | 0.89% | 26 |
|
|
2021
Q4 | $1.02M | Buy |
+2,036
| New | +$1.02M | 0.84% | 27 |
|