Cardiff Park 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 | $794K | Buy |
2,544
+295
| +13% | +$92K | 0.07% | 130 |
|
|
2025
Q1 | $1.18M | Sell |
2,249
-60
| -3% | -$31.4K | 0.11% | 93 |
|
|
2024
Q4 | $1.17M | Buy |
2,309
+4
| +0.2% | +$2.02K | 0.11% | 94 |
|
|
2024
Q3 | $1.35M | Sell |
2,305
-49
| -2% | -$28.7K | 0.12% | 80 |
|
|
2024
Q2 | $1.2M | Buy |
2,354
+3
| +0.1% | +$1.53K | 0.11% | 89 |
|
|
2024
Q1 | $1.16M | Buy |
2,351
+167
| +8% | +$82.6K | 0.11% | 88 |
|
|
2023
Q4 | $1.15M | Buy |
2,184
+85
| +4% | +$44.8K | 0.13% | 84 |
|
|
2023
Q3 | $1.06M | Hold |
2,099
| – | – | 0.13% | 80 |
|
|
2023
Q2 | $1.01M | Buy |
2,099
+210
| +11% | +$101K | 0.12% | 87 |
|
|
2023
Q1 | $893K | Hold |
1,889
| – | – | 0.12% | 92 |
|
|
2022
Q4 | $1M | Sell |
1,889
-4
| -0.2% | -$2.12K | 0.14% | 91 |
|
|
2022
Q3 | $956K | Sell |
1,893
-46
| -2% | -$23.2K | 0.15% | 84 |
|
|
2022
Q2 | $996K | Sell |
1,939
-24
| -1% | -$12.3K | 0.15% | 82 |
|
|
2022
Q1 | $1M | Sell |
1,963
-41
| -2% | -$20.9K | 0.14% | 75 |
|
|
2021
Q4 | $1.01M | Buy |
+2,004
| New | +$1.01M | 0.13% | 74 |
|