CG
Caprock Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.8M | Buy |
22,542
+301
| +1% | +$158K | 0.36% | 48 |
|
|
2024
Q4 | $11.3M | Sell |
22,241
-53
| -0.2% | -$26.8K | 0.37% | 44 |
|
|
2024
Q3 | $13M | Buy |
22,294
+1,288
| +6% | +$753K | 0.47% | 31 |
|
|
2024
Q2 | $10.7M | Buy |
21,006
+6,848
| +48% | +$3.49M | 0.44% | 34 |
|
|
2024
Q1 | $7M | Sell |
14,158
-98
| -0.7% | -$48.5K | 0.4% | 43 |
|
|
2023
Q4 | $7.51M | Buy |
14,256
+194
| +1% | +$102K | 0.48% | 34 |
|
|
2023
Q3 | $7.09M | Buy |
14,062
+233
| +2% | +$117K | 0.54% | 28 |
|
|
2023
Q2 | $6.65M | Sell |
13,829
-156
| -1% | -$75K | 0.49% | 32 |
|
|
2023
Q1 | $6.61M | Buy |
13,985
+1,026
| +8% | +$485K | 0.51% | 32 |
|
|
2022
Q4 | $6.87M | Buy |
12,959
+286
| +2% | +$152K | 0.64% | 25 |
|
|
2022
Q3 | $6.4M | Buy |
12,673
+87
| +0.7% | +$43.9K | 0.62% | 27 |
|
|
2022
Q2 | $6.47M | Buy |
12,586
+646
| +5% | +$332K | 0.63% | 27 |
|
|
2022
Q1 | $6.09M | Buy |
11,940
+546
| +5% | +$278K | 0.57% | 33 |
|
|
2021
Q4 | $5.72M | Buy |
11,394
+340
| +3% | +$171K | 0.47% | 35 |
|
|
2021
Q3 | $4.32M | Sell |
11,054
-13
| -0.1% | -$5.08K | 0.39% | 43 |
|
|
2021
Q2 | $4.43M | Buy |
11,067
+601
| +6% | +$241K | 0.4% | 40 |
|
|
2021
Q1 | $3.89M | Sell |
10,466
-856
| -8% | -$318K | 0.43% | 42 |
|
|
2020
Q4 | $3.97M | Buy |
11,322
+288
| +3% | +$101K | 0.45% | 39 |
|
|
2020
Q3 | $3.44M | Buy |
11,034
+1,091
| +11% | +$340K | 0.47% | 40 |
|
|
2020
Q2 | $2.93M | Buy |
9,943
+1,499
| +18% | +$442K | 0.44% | 43 |
|
|
2020
Q1 | $2.11M | Sell |
8,444
-395
| -4% | -$98.5K | 0.4% | 48 |
|
|
2019
Q4 | $2.6M | Buy |
8,839
+243
| +3% | +$71.4K | 0.46% | 42 |
|
|
2019
Q3 | $1.87M | Buy |
8,596
+411
| +5% | +$89.3K | 0.36% | 53 |
|
|
2019
Q2 | $2M | Sell |
8,185
-243
| -3% | -$59.3K | 0.39% | 48 |
|
|
2019
Q1 | $2.08M | Buy |
8,428
+714
| +9% | +$177K | 0.4% | 51 |
|
|
2018
Q4 | $1.92M | Sell |
7,714
-117
| -1% | -$29.2K | 0.44% | 44 |
|
|
2018
Q3 | $2.08M | Sell |
7,831
-79
| -1% | -$21K | 0.42% | 43 |
|
|
2018
Q2 | $1.94M | Buy |
7,910
+696
| +10% | +$171K | 0.41% | 44 |
|
|
2018
Q1 | $1.54M | Sell |
7,214
-73
| -1% | -$15.6K | 0.33% | 57 |
|
|
2017
Q4 | $1.67M | Buy |
7,287
+254
| +4% | +$58.1K | 0.32% | 58 |
|
|
2017
Q3 | $1.38M | Buy |
7,033
+228
| +3% | +$44.6K | 0.29% | 65 |
|
|
2017
Q2 | $1.26M | Buy |
6,805
+562
| +9% | +$104K | 0.28% | 67 |
|
|
2017
Q1 | $1.02M | Buy |
6,243
+724
| +13% | +$119K | 0.24% | 75 |
|
|
2016
Q4 | $883K | Sell |
5,519
-3,140
| -36% | -$502K | 0.22% | 92 |
|
|
2016
Q3 | $1.21M | Buy |
8,659
+3,106
| +56% | +$435K | 0.27% | 88 |
|
|
2016
Q2 | $784K | Buy |
5,553
+372
| +7% | +$52.5K | 0.19% | 125 |
|
|
2016
Q1 | $668K | Buy |
+5,181
| New | +$668K | 0.16% | 132 |
|