Cassia Capital 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 | $653K | Buy |
2,094
+93
| +5% | +$29K | 0.39% | 49 |
|
|
2025
Q1 | $1.05M | Buy |
2,001
+144
| +8% | +$75.4K | 0.65% | 39 |
|
|
2024
Q4 | $940K | Buy |
1,857
+537
| +41% | +$272K | 0.6% | 34 |
|
|
2024
Q3 | $772K | Sell |
1,320
-96
| -7% | -$56.1K | 0.51% | 32 |
|
|
2024
Q2 | $721K | Buy |
1,416
+158
| +13% | +$80.5K | 0.48% | 38 |
|
|
2024
Q1 | $622K | Buy |
1,258
+287
| +30% | +$142K | 0.41% | 46 |
|
|
2023
Q4 | $511K | Buy |
971
+48
| +5% | +$25.3K | 0.42% | 39 |
|
|
2023
Q3 | $465K | Buy |
923
+22
| +2% | +$11.1K | 0.38% | 34 |
|
|
2023
Q2 | $433K | Buy |
901
+325
| +56% | +$156K | 0.34% | 38 |
|
|
2023
Q1 | $272K | Sell |
576
-14
| -2% | -$6.62K | 0.22% | 56 |
|
|
2022
Q4 | $313K | Sell |
590
-109
| -16% | -$57.8K | 0.26% | 41 |
|
|
2022
Q3 | $353K | Buy |
699
+10
| +1% | +$5.05K | 0.32% | 23 |
|
|
2022
Q2 | $354K | Buy |
689
+25
| +4% | +$12.8K | 0.35% | 25 |
|
|
2022
Q1 | $339K | Buy |
664
+14
| +2% | +$7.15K | 0.27% | 34 |
|
|
2021
Q4 | $326K | Sell |
650
-5,952
| -90% | -$2.99M | 0.22% | 40 |
|
|
2021
Q3 | $2.58M | Buy |
6,602
+6,067
| +1,134% | +$2.37M | 1.78% | 13 |
|
|
2021
Q2 | $214K | Buy |
+535
| New | +$214K | 0.16% | 41 |
|