Cascade Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
726
-70
| -9% | -$21.8K | 0.16% | 123 |
|
|
2025
Q1 | $417K | Sell |
796
-99
| -11% | -$51.8K | 0.32% | 72 |
|
|
2024
Q4 | $453K | Sell |
895
-15
| -2% | -$7.59K | 0.32% | 66 |
|
|
2024
Q3 | $532K | Hold |
910
| – | – | 0.39% | 62 |
|
|
2024
Q2 | $463K | Sell |
910
-25
| -3% | -$12.7K | 0.36% | 67 |
|
|
2024
Q1 | $462K | Sell |
935
-60
| -6% | -$29.7K | 0.35% | 71 |
|
|
2023
Q4 | $524K | Buy |
995
+30
| +3% | +$15.8K | 0.42% | 57 |
|
|
2023
Q3 | $486K | Hold |
965
| – | – | 0.46% | 52 |
|
|
2023
Q2 | $464K | Sell |
965
-7
| -0.7% | -$3.36K | 0.42% | 65 |
|
|
2023
Q1 | $459K | Buy |
972
+1
| +0.1% | +$472 | 0.45% | 64 |
|
|
2022
Q4 | $515K | Buy |
+971
| New | +$515K | 0.54% | 53 |
|