Cascade Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
808
-84
| -9% | -$26.2K | 0.03% | 226 |
|
|
2025
Q1 | $467K | Sell |
892
-56
| -6% | -$29.3K | 0.06% | 159 |
|
|
2024
Q4 | $480K | Buy |
948
+9
| +1% | +$4.55K | 0.06% | 143 |
|
|
2024
Q3 | $535K | Buy |
939
+50
| +6% | +$28.5K | 0.07% | 138 |
|
|
2024
Q2 | $453K | Hold |
889
| – | – | 0.06% | 145 |
|
|
2024
Q1 | $390K | Buy |
+889
| New | +$390K | 0.06% | 151 |
|