CBIZ Investment Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4K | Sell |
210
-220
| -51% | -$68.5K | ﹤0.01% | 107 |
|
|
2025
Q1 | $225K | Sell |
430
-33
| -7% | -$17.3K | 0.01% | 47 |
|
|
2024
Q4 | $234K | Buy |
463
+1
| +0.2% | +$506 | 0.01% | 50 |
|
|
2024
Q3 | $271K | Buy |
462
+28
| +6% | +$16.4K | 0.01% | 46 |
|
|
2024
Q2 | $221K | Hold |
434
| – | – | 0.01% | 46 |
|
|
2024
Q1 | $215K | Buy |
+434
| New | +$215K | 0.01% | 46 |
|
|
2020
Q2 | – | Hold |
0
| – | -$16K | – | 201 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 119 |
|