Castleview 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 | $574K | Buy |
1,839
+1,408
| +327% | +$439K | 0.37% | 64 |
|
|
2025
Q1 | $226K | Sell |
431
-364
| -46% | -$191K | 0.15% | 162 |
|
|
2024
Q4 | $401K | Sell |
795
-370
| -32% | -$187K | 0.22% | 112 |
|
|
2024
Q3 | $681K | Sell |
1,165
-3
| -0.3% | -$1.75K | 0.39% | 59 |
|
|
2024
Q2 | $595K | Buy |
1,168
+58
| +5% | +$29.5K | 0.34% | 66 |
|
|
2024
Q1 | $549K | Buy |
1,110
+47
| +4% | +$23.2K | 0.31% | 73 |
|
|
2023
Q4 | $559K | Buy |
1,063
+284
| +36% | +$149K | 0.39% | 55 |
|
|
2023
Q3 | $393K | Buy |
779
+8
| +1% | +$4.03K | 0.36% | 57 |
|
|
2023
Q2 | $371K | Buy |
771
+2
| +0.3% | +$961 | 0.33% | 64 |
|
|
2023
Q1 | $363K | Sell |
769
-11
| -1% | -$5.2K | 0.32% | 76 |
|
|
2022
Q4 | $414K | Buy |
780
+37
| +5% | +$19.6K | 0.4% | 60 |
|
|
2022
Q3 | $375K | Buy |
743
+733
| +7,330% | +$370K | 0.36% | 62 |
|
|
2022
Q2 | $316 | Sell |
10
-917
| -99% | -$29K | ﹤0.01% | 733 |
|
|
2022
Q1 | $472K | Sell |
927
-928,162
| -100% | -$473M | 0.29% | 67 |
|
|
2021
Q4 | $1.85K | Buy |
+929,089
| New | +$1.85K | 0.01% | 292 |
|
|
2021
Q2 | $717K | Buy |
+1,791
| New | +$717K | 0.31% | 61 |
|