CWP
Capital Wealth Planning’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
6,681
-911,587
| -99% | -$284M | 0.02% | 88 |
|
|
2025
Q1 | $481M | Sell |
918,268
-207,383
| -18% | -$109M | 4.17% | 12 |
|
|
2024
Q4 | $569M | Buy |
1,125,651
+115,849
| +11% | +$58.6M | 5.27% | 6 |
|
|
2024
Q3 | $590M | Sell |
1,009,802
-7,150
| -0.7% | -$4.18M | 5.51% | 1 |
|
|
2024
Q2 | $518M | Buy |
1,016,952
+39,713
| +4% | +$20.2M | 5.43% | 3 |
|
|
2024
Q1 | $483M | Buy |
977,239
+72,068
| +8% | +$35.7M | 5.17% | 6 |
|
|
2023
Q4 | $477M | Sell |
905,171
-12,118
| -1% | -$6.38M | 5.46% | 3 |
|
|
2023
Q3 | $462M | Buy |
917,289
+25,350
| +3% | +$12.8M | 5.69% | 2 |
|
|
2023
Q2 | $429M | Buy |
891,939
+29,595
| +3% | +$14.2M | 5.29% | 6 |
|
|
2023
Q1 | $343M | Buy |
862,344
+81,292
| +10% | +$32.3M | 4.64% | 9 |
|
|
2022
Q4 | $414M | Buy |
781,052
+67,744
| +9% | +$35.9M | 6.06% | 1 |
|
|
2022
Q3 | $360M | Buy |
713,308
+67,893
| +11% | +$34.3M | 6.57% | 1 |
|
|
2022
Q2 | $332M | Buy |
645,415
+396
| +0.1% | +$203K | 6.49% | 1 |
|
|
2022
Q1 | $329M | Buy |
645,019
+38,052
| +6% | +$19.4M | 6.65% | 1 |
|
|
2021
Q4 | $305M | Buy |
606,967
+52,170
| +9% | +$26.2M | 6.75% | 1 |
|
|
2021
Q3 | $217M | Buy |
554,797
+36,877
| +7% | +$14.4M | 5.96% | 2 |
|
|
2021
Q2 | $208M | Buy |
517,920
+49,398
| +11% | +$19.8M | 5.85% | 1 |
|
|
2021
Q1 | $174M | Buy |
468,522
+66,491
| +17% | +$24.7M | 5.69% | 1 |
|
|
2020
Q4 | $140M | Buy |
402,031
+54,395
| +16% | +$18.9M | 5.39% | 4 |
|
|
2020
Q3 | $108M | Buy |
347,636
+22,147
| +7% | +$6.9M | 5.37% | 3 |
|
|
2020
Q2 | $96M | Buy |
325,489
+27,368
| +9% | +$8.07M | 5.47% | 2 |
|
|
2020
Q1 | $74.3M | Buy |
298,121
+105,483
| +55% | +$26.3M | 4.68% | 3 |
|
|
2019
Q4 | $56.6M | Buy |
192,638
+4,670
| +2% | +$1.37M | 3.35% | 9 |
|
|
2019
Q3 | $46M | Buy |
187,968
+24,981
| +15% | +$6.11M | 2.92% | 11 |
|
|
2019
Q2 | $39.8M | Buy |
162,987
+148,177
| +1,001% | +$36.2M | 2.88% | 13 |
|
|
2019
Q1 | $3.66M | Sell |
14,810
-11,295
| -43% | -$2.79M | 2.4% | 9 |
|
|
2018
Q4 | $8.46M | Buy |
26,105
+11,605
| +80% | +$3.76M | 5.61% | 4 |
|
|
2018
Q3 | $3.86M | Sell |
14,500
-2,325
| -14% | -$618K | 2.63% | 9 |
|
|
2018
Q2 | $4.13M | Buy |
16,825
+6,355
| +61% | +$1.56M | 2.87% | 6 |
|
|
2018
Q1 | $2.24M | Buy |
+10,470
| New | +$2.24M | 1.56% | 16 |
|
|
2017
Q4 | – | Sell |
-7,455
| Closed | -$1.46M | – | 147 |
|
|
2017
Q3 | $1.46M | Sell |
7,455
-143,278
| -95% | -$28.1M | 1.15% | 17 |
|
|
2017
Q2 | $27.9M | Buy |
150,733
+142,993
| +1,847% | +$26.5M | 4.47% | 3 |
|
|
2017
Q1 | $3.25M | Buy |
+7,740
| New | +$3.25M | 2.74% | 6 |
|
|
2016
Q4 | – | Sell |
-29,875
| Closed | -$4.21M | – | 112 |
|
|
2016
Q3 | $4.21M | Buy |
29,875
+4,520
| +18% | +$636K | 3.25% | 7 |
|
|
2016
Q2 | $3.57M | Buy |
25,355
+7,845
| +45% | +$1.11M | 2.69% | 5 |
|
|
2016
Q1 | $2.26M | Buy |
17,510
+12,205
| +230% | +$1.57M | 1.62% | 9 |
|
|
2015
Q4 | $624K | Sell |
5,305
-11,654
| -69% | -$1.37M | 0.57% | 41 |
|
|
2015
Q3 | $1.98M | Buy |
16,959
+4,490
| +36% | +$524K | 1.58% | 13 |
|
|
2015
Q2 | $1.52M | Sell |
12,469
-73
| -0.6% | -$8.91K | 0.91% | 25 |
|
|
2015
Q1 | $1.48M | Sell |
12,542
-285
| -2% | -$33.7K | 0.77% | 31 |
|
|
2014
Q4 | $1.3M | Buy |
+12,827
| New | +$1.3M | 0.61% | 36 |
|
|
2013
Q4 | – | Sell |
-4,765
| Closed | -$341K | – | 120 |
|
|
2013
Q3 | $341K | Buy |
+4,765
| New | +$341K | 0.15% | 92 |
|