Carolina Wealth 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 | $2.5K | Hold |
8
| – | – | ﹤0.01% | 215 |
|
|
2025
Q1 | $4.19K | Hold |
8
| – | – | ﹤0.01% | 201 |
|
|
2024
Q4 | $4.05K | Hold |
8
| – | – | ﹤0.01% | 212 |
|
|
2024
Q3 | $4.68K | Hold |
8
| – | – | ﹤0.01% | 239 |
|
|
2024
Q2 | $4.07K | Hold |
8
| – | – | ﹤0.01% | 171 |
|
|
2024
Q1 | $3.96K | Sell |
8
-22
| -73% | -$10.9K | ﹤0.01% | 180 |
|
|
2023
Q4 | $15.8K | Hold |
30
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $15.1K | Sell |
30
-12
| -29% | -$6.05K | 0.01% | 155 |
|
|
2023
Q2 | $20.2K | Hold |
42
| – | – | 0.01% | 130 |
|
|
2023
Q1 | $19.8K | Hold |
42
| – | – | 0.01% | 129 |
|
|
2022
Q4 | $22K | Hold |
42
| – | – | 0.01% | 126 |
|
|
2022
Q3 | $21K | Hold |
42
| – | – | 0.02% | 124 |
|
|
2022
Q2 | $22K | Hold |
42
| – | – | 0.01% | 143 |
|
|
2022
Q1 | $21K | Hold |
42
| – | – | 0.01% | 153 |
|
|
2021
Q4 | $21K | Hold |
42
| – | – | 0.01% | 162 |
|
|
2021
Q3 | $16K | Hold |
42
| – | – | 0.01% | 168 |
|
|
2021
Q2 | $17K | Hold |
42
| – | – | 0.01% | 174 |
|
|
2021
Q1 | $16K | Hold |
42
| – | – | 0.01% | 182 |
|
|
2020
Q4 | $15K | Sell |
42
-12
| -22% | -$4.29K | 0.01% | 133 |
|
|
2020
Q3 | $17K | Buy |
54
+20
| +59% | +$6.3K | 0.01% | 108 |
|
|
2020
Q2 | $10K | Hold |
34
| – | – | 0.01% | 117 |
|
|
2020
Q1 | $8K | Hold |
34
| – | – | 0.01% | 120 |
|
|
2019
Q4 | $10K | Buy |
+34
| New | +$10K | 0.01% | 131 |
|