Cardinal Point Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
+3,966
| New | +$1.24M | 0.1% | 95 |
|
|
2023
Q4 | – | Sell |
-464
| Closed | -$234K | – | 73 |
|
|
2023
Q3 | $234K | Buy |
+464
| New | +$234K | 0.06% | 61 |
|
|
2023
Q2 | – | Sell |
-457
| Closed | -$216K | – | 79 |
|
|
2023
Q1 | $216K | Sell |
457
-59
| -11% | -$27.9K | 0.07% | 77 |
|
|
2022
Q4 | $274K | Buy |
+516
| New | +$274K | 0.09% | 57 |
|