Cary Street Partners Investment 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 | $668K | Sell |
2,141
-414
| -16% | -$129K | 0.32% | 66 |
|
|
2025
Q1 | $1.34M | Sell |
2,555
-96
| -4% | -$50.3K | 0.77% | 28 |
|
|
2024
Q4 | $1.34M | Sell |
2,651
-23,072
| -90% | -$11.7M | 0.88% | 24 |
|
|
2024
Q3 | $15M | Buy |
25,723
+738
| +3% | +$431K | 0.55% | 43 |
|
|
2024
Q2 | $12.7M | Buy |
24,985
+1,810
| +8% | +$922K | 0.51% | 44 |
|
|
2024
Q1 | $11.5M | Buy |
23,175
+1,033
| +5% | +$511K | 0.48% | 49 |
|
|
2023
Q4 | $11.7M | Buy |
22,142
+1,599
| +8% | +$842K | 0.55% | 40 |
|
|
2023
Q3 | $10.4M | Buy |
20,543
+536
| +3% | +$270K | 0.56% | 41 |
|
|
2023
Q2 | $9.62M | Buy |
20,007
+263
| +1% | +$126K | 0.62% | 38 |
|
|
2023
Q1 | $9.33M | Sell |
19,744
-502
| -2% | -$237K | 0.67% | 40 |
|
|
2022
Q4 | $10.7M | Sell |
20,246
-162
| -0.8% | -$85.9K | 0.79% | 33 |
|
|
2022
Q3 | $10.3M | Buy |
20,408
+1,736
| +9% | +$877K | 0.85% | 31 |
|
|
2022
Q2 | $9.59M | Buy |
18,672
+17,042
| +1,046% | +$8.75M | 0.81% | 31 |
|
|
2022
Q1 | $831K | Buy |
1,630
+113
| +7% | +$57.6K | 0.23% | 119 |
|
|
2021
Q4 | $762K | Sell |
1,517
-379
| -20% | -$190K | 0.21% | 116 |
|
|
2021
Q3 | $741K | Buy |
1,896
+142
| +8% | +$55.5K | 0.24% | 104 |
|
|
2021
Q2 | $702K | Sell |
1,754
-13
| -0.7% | -$5.2K | 0.23% | 104 |
|
|
2021
Q1 | $657K | Sell |
1,767
-178
| -9% | -$66.2K | 0.27% | 96 |
|
|
2020
Q4 | $682K | Sell |
1,945
-4
| -0.2% | -$1.4K | 0.13% | 151 |
|
|
2020
Q3 | $608K | Buy |
1,949
+291
| +18% | +$90.8K | 0.13% | 159 |
|
|
2020
Q2 | $489K | Sell |
1,658
-60
| -3% | -$17.7K | 0.69% | 40 |
|
|
2020
Q1 | $428K | Sell |
1,718
-14
| -0.8% | -$3.49K | 1% | 31 |
|
|
2019
Q4 | $509K | Buy |
+1,732
| New | +$509K | 0.56% | 48 |
|
|
2018
Q4 | $379K | Buy |
+1,522
| New | +$379K | 0.37% | 50 |
|