Cary Street Partners Investment Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508K | Sell |
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|
2025
Q2 | $668K | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $12.7M | Buy |
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|
2024
Q1 | $11.5M | Buy |
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|
2023
Q4 | $11.7M | Buy |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $9.62M | Buy |
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|
2023
Q1 | $9.33M | Sell |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $9.59M | Buy |
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|
2022
Q1 | $831K | Buy |
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|
2021
Q4 | $762K | Sell |
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|
2021
Q3 | $741K | Buy |
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|
2021
Q2 | $702K | Sell |
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|
2021
Q1 | $657K | Sell |
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|
2020
Q4 | $682K | Sell |
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|
2020
Q3 | $608K | Buy |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $509K | Buy |
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|
2018
Q4 | $379K | Buy |
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