Carson Advisory’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 | Sell |
828
-350
| -30% | -$109K | 0.16% | 137 |
|
|
2025
Q1 | $617K | Hold |
1,178
| – | – | 0.42% | 66 |
|
|
2024
Q4 | $596K | Buy |
1,178
+59
| +5% | +$29.9K | 0.41% | 64 |
|
|
2024
Q3 | $654K | Buy |
1,119
+77
| +7% | +$45K | 0.41% | 73 |
|
|
2024
Q2 | $531K | Sell |
1,042
-351
| -25% | -$179K | 0.37% | 77 |
|
|
2024
Q1 | $689K | Sell |
1,393
-11
| -0.8% | -$5.44K | 0.48% | 63 |
|
|
2023
Q4 | $739K | Sell |
1,404
-12
| -0.8% | -$6.32K | 0.57% | 51 |
|
|
2023
Q3 | $714K | Buy |
1,416
+7
| +0.5% | +$3.53K | 0.63% | 51 |
|
|
2023
Q2 | $677K | Buy |
1,409
+761
| +117% | +$366K | 0.57% | 57 |
|
|
2023
Q1 | $306K | Buy |
648
+18
| +3% | +$8.51K | 0.27% | 96 |
|
|
2022
Q4 | $334K | Hold |
630
| – | – | 0.32% | 82 |
|
|
2022
Q3 | $318K | Sell |
630
-31
| -5% | -$15.6K | 0.35% | 76 |
|
|
2022
Q2 | $340K | Buy |
661
+58
| +10% | +$29.8K | 0.38% | 77 |
|
|
2022
Q1 | $308K | Buy |
603
+4
| +0.7% | +$2.04K | 0.31% | 89 |
|
|
2021
Q4 | $301K | Buy |
+599
| New | +$301K | 0.31% | 84 |
|