Cascades Capital Asset Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Sell
7,764
-242
-3% -$75.5K 1.25% 16
2025
Q1
$4.19M Sell
8,006
-211
-3% -$111K 2.26% 10
2024
Q4
$4.16M Buy
8,217
+14
+0.2% +$7.08K 2.22% 11
2024
Q3
$4.8M Buy
+8,203
New +$4.8M 2.64% 8