Cassia Capital Partners’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 | $896K | Buy |
|
|||||
|
2025
Q2 | $653K | Buy |
|
|||||
|
2025
Q1 | $1.05M | Buy |
|
|||||
|
2024
Q4 | $940K | Buy |
|
|||||
|
2024
Q3 | $772K | Sell |
|
|||||
|
2024
Q2 | $721K | Buy |
|
|||||
|
2024
Q1 | $622K | Buy |
|
|||||
|
2023
Q4 | $511K | Buy |
|
|||||
|
2023
Q3 | $465K | Buy |
|
|||||
|
2023
Q2 | $433K | Buy |
|
|||||
|
2023
Q1 | $272K | Sell |
|
|||||
|
2022
Q4 | $313K | Sell |
|
|||||
|
2022
Q3 | $353K | Buy |
|
|||||
|
2022
Q2 | $354K | Buy |
|
|||||
|
2022
Q1 | $339K | Buy |
|
|||||
|
2021
Q4 | $326K | Sell |
|
|||||
|
2021
Q3 | $2.58M | Buy |
|
|||||
|
2021
Q2 | $214K | Buy |
|