Cassaday & Co Wealth 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 | $2.74M | Buy |
8,769
+2,627
| +43% | +$820K | 0.07% | 64 |
|
|
2025
Q1 | $3.22M | Sell |
6,142
-454
| -7% | -$238K | 0.09% | 48 |
|
|
2024
Q4 | $3.34M | Buy |
6,596
+569
| +9% | +$288K | 0.09% | 48 |
|
|
2024
Q3 | $3.52M | Sell |
6,027
-67
| -1% | -$39.2K | 0.1% | 45 |
|
|
2024
Q2 | $3.1M | Buy |
6,094
+541
| +10% | +$276K | 0.1% | 45 |
|
|
2024
Q1 | $2.75M | Buy |
5,553
+389
| +8% | +$192K | 0.09% | 47 |
|
|
2023
Q4 | $2.72M | Buy |
5,164
+65
| +1% | +$34.2K | 0.09% | 45 |
|
|
2023
Q3 | $2.57M | Buy |
5,099
+61
| +1% | +$30.8K | 0.11% | 45 |
|
|
2023
Q2 | $2.42M | Sell |
5,038
-75
| -1% | -$36K | 0.1% | 45 |
|
|
2023
Q1 | $2.42M | Buy |
5,113
+62
| +1% | +$29.3K | 0.1% | 44 |
|
|
2022
Q4 | $2.68M | Buy |
+5,051
| New | +$2.68M | 0.12% | 40 |
|