CapWealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.8M | Buy |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $433K | Sell |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $85K | Hold |
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|
2016
Q2 | $85K | Hold |
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|
2016
Q1 | $78K | Hold |
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|
2015
Q4 | $71K | Hold |
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|
2015
Q3 | $70K | Hold |
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|
2015
Q2 | $74K | Sell |
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|
2015
Q1 | $275K | Hold |
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|
2014
Q4 | $235K | Hold |
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|
2014
Q3 | $201K | Hold |
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|
2014
Q2 | $190K | Hold |
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|
2014
Q1 | $191K | Hold |
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|
2013
Q4 | $175K | Hold |
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|
2013
Q3 | $166K | Hold |
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|
2013
Q2 | $152K | Buy |
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