Capstone Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
55,949
+42,195
| +307% | +$13.2M | 0.04% | 79 |
|
|
2025
Q1 | $7.2M | Sell |
13,754
-33,340
| -71% | -$17.5M | 0.02% | 160 |
|
|
2024
Q4 | $23.8M | Buy |
47,094
+35,542
| +308% | +$18M | 0.06% | 46 |
|
|
2024
Q3 | $6.75M | Sell |
11,552
-11,329
| -50% | -$6.62M | 0.02% | 104 |
|
|
2024
Q2 | $11.7M | Buy |
22,881
+2,164
| +10% | +$1.1M | 0.04% | 86 |
|
|
2024
Q1 | $10.2M | Buy |
20,717
+18,723
| +939% | +$9.26M | 0.04% | 97 |
|
|
2023
Q4 | $1.05M | Sell |
1,994
-4,404
| -69% | -$2.32M | ﹤0.01% | 333 |
|
|
2023
Q3 | $3.23M | Buy |
+6,398
| New | +$3.23M | 0.01% | 212 |
|
|
2023
Q2 | – | Sell |
-5,782
| Closed | -$2.73M | – | 975 |
|
|
2023
Q1 | $2.73M | Buy |
5,782
+5,781
| +578,100% | +$2.73M | 0.01% | 186 |
|
|
2022
Q4 | $530 | Buy |
+1
| New | +$530 | ﹤0.01% | 638 |
|
|
2022
Q3 | – | Sell |
-25,165
| Closed | -$12.9M | – | 889 |
|
|
2022
Q2 | $12.9M | Buy |
25,165
+10,167
| +68% | +$5.22M | 0.06% | 86 |
|
|
2022
Q1 | $7.65M | Sell |
14,998
-5,189
| -26% | -$2.65M | 0.02% | 154 |
|
|
2021
Q4 | $10.1M | Sell |
20,187
-50,070
| -71% | -$25.1M | 0.02% | 131 |
|
|
2021
Q3 | $27.5M | Buy |
70,257
+68,980
| +5,402% | +$27M | 0.05% | 60 |
|
|
2021
Q2 | $511K | Buy |
1,277
+4
| +0.3% | +$1.6K | ﹤0.01% | 415 |
|
|
2021
Q1 | $474K | Buy |
+1,273
| New | +$474K | ﹤0.01% | 322 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 802 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 602 |
|
|
2020
Q2 | – | Sell |
-6,749
| Closed | -$1.68M | – | 565 |
|
|
2020
Q1 | $1.68M | Sell |
6,749
-30,556
| -82% | -$7.62M | 0.03% | 127 |
|
|
2019
Q4 | $11M | Sell |
37,305
-10,112
| -21% | -$2.97M | 0.06% | 51 |
|
|
2019
Q3 | $10.3M | Sell |
47,417
-531
| -1% | -$115K | 0.07% | 40 |
|
|
2019
Q2 | $11.7M | Buy |
47,948
+17,199
| +56% | +$4.2M | 0.08% | 50 |
|
|
2019
Q1 | $7.6M | Buy |
+30,749
| New | +$7.6M | 0.07% | 46 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 557 |
|
|
2018
Q3 | – | Sell |
-3,946
| Closed | -$968K | – | 571 |
|
|
2018
Q2 | $968K | Buy |
+3,946
| New | +$968K | 0.01% | 184 |
|
|
2017
Q2 | – | Sell |
-22,878
| Closed | -$3.75M | – | 795 |
|
|
2017
Q1 | $3.75M | Buy |
22,878
+15,778
| +222% | +$2.59M | 0.09% | 123 |
|
|
2016
Q4 | $1.14M | Buy |
+7,100
| New | +$1.14M | 0.04% | 277 |
|
|
2016
Q2 | – | Sell |
-21,837
| Closed | -$2.81M | – | 761 |
|
|
2016
Q1 | $2.81M | Buy |
21,837
+17,637
| +420% | +$2.27M | 0.09% | 110 |
|
|
2015
Q4 | $494K | Buy |
+4,200
| New | +$494K | 0.01% | 252 |
|
|
2014
Q4 | – | Sell |
-3,842
| Closed | -$331K | – | 230 |
|
|
2014
Q3 | $331K | Sell |
3,842
-6,364
| -62% | -$548K | ﹤0.01% | 184 |
|
|
2014
Q2 | $834K | Buy |
+10,206
| New | +$834K | 0.01% | 133 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 232 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 181 |
|