CapWealth 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 | $258K | Buy |
827
+1
| +0.1% | +$312 | 0.03% | 92 |
|
|
2025
Q1 | $433K | Sell |
826
-7
| -0.8% | -$3.67K | 0.05% | 73 |
|
|
2024
Q4 | $421K | Buy |
833
+70
| +9% | +$35.4K | 0.05% | 76 |
|
|
2024
Q3 | $446K | Buy |
763
+229
| +43% | +$134K | 0.05% | 74 |
|
|
2024
Q2 | $272K | Buy |
534
+25
| +5% | +$12.7K | 0.03% | 86 |
|
|
2024
Q1 | $252K | Hold |
509
| – | – | 0.03% | 88 |
|
|
2023
Q4 | $268K | Hold |
509
| – | – | 0.03% | 87 |
|
|
2023
Q3 | $257K | Sell |
509
-43
| -8% | -$21.7K | 0.03% | 91 |
|
|
2023
Q2 | $265K | Buy |
552
+43
| +8% | +$20.7K | 0.03% | 92 |
|
|
2023
Q1 | $241K | Sell |
509
-113
| -18% | -$53.4K | 0.03% | 97 |
|
|
2022
Q4 | $330K | Hold |
622
| – | – | 0.04% | 90 |
|
|
2022
Q3 | $314K | Sell |
622
-205
| -25% | -$103K | 0.04% | 88 |
|
|
2022
Q2 | $425K | Buy |
827
+205
| +33% | +$105K | 0.05% | 85 |
|
|
2022
Q1 | $317K | Hold |
622
| – | – | 0.03% | 102 |
|
|
2021
Q4 | $312K | Hold |
622
| – | – | 0.03% | 104 |
|
|
2021
Q3 | $243K | Hold |
622
| – | – | 0.03% | 101 |
|
|
2021
Q2 | $249K | Buy |
622
+17
| +3% | +$6.81K | 0.03% | 99 |
|
|
2021
Q1 | $225K | Hold |
605
| – | – | 0.03% | 94 |
|
|
2020
Q4 | $212K | Buy |
+605
| New | +$212K | 0.03% | 94 |
|
|
2016
Q4 | – | Sell |
-605
| Closed | -$85K | – | 244 |
|
|
2016
Q3 | $85K | Hold |
605
| – | – | 0.02% | 119 |
|
|
2016
Q2 | $85K | Hold |
605
| – | – | 0.02% | 117 |
|
|
2016
Q1 | $78K | Hold |
605
| – | – | 0.02% | 116 |
|
|
2015
Q4 | $71K | Hold |
605
| – | – | 0.02% | 113 |
|
|
2015
Q3 | $70K | Hold |
605
| – | – | 0.02% | 111 |
|
|
2015
Q2 | $74K | Sell |
605
-1,720
| -74% | -$210K | 0.02% | 114 |
|
|
2015
Q1 | $275K | Hold |
2,325
| – | – | 0.06% | 74 |
|
|
2014
Q4 | $235K | Hold |
2,325
| – | – | 0.06% | 82 |
|
|
2014
Q3 | $201K | Hold |
2,325
| – | – | 0.05% | 84 |
|
|
2014
Q2 | $190K | Hold |
2,325
| – | – | 0.04% | 83 |
|
|
2014
Q1 | $191K | Hold |
2,325
| – | – | 0.05% | 76 |
|
|
2013
Q4 | $175K | Hold |
2,325
| – | – | 0.04% | 87 |
|
|
2013
Q3 | $166K | Hold |
2,325
| – | – | 0.05% | 90 |
|
|
2013
Q2 | $152K | Buy |
+2,325
| New | +$152K | 0.04% | 96 |
|