Cedar Mountain Advisors’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
54
-11
-17% -$3.45K ﹤0.01% 173
2025
Q1
$34.2K Sell
65
-3
-4% -$1.58K 0.01% 113
2024
Q4
$34.5K Sell
68
-9
-12% -$4.56K 0.01% 117
2024
Q3
$45.1K Sell
77
-6
-7% -$3.51K 0.01% 88
2024
Q2
$42.3K Hold
83
0.01% 78
2024
Q1
$41.1K Hold
83
0.01% 83
2023
Q4
$43.7K Hold
83
0.01% 79
2023
Q3
$41.8K Hold
83
0.01% 76
2023
Q2
$39.9K Buy
83
+2
+2% +$961 0.01% 83
2023
Q1
$38.3K Hold
81
0.01% 83
2022
Q4
$42.9K Hold
81
0.01% 80
2022
Q3
$41K Hold
81
0.01% 76
2022
Q2
$42K Hold
81
0.01% 80
2022
Q1
$41K Hold
81
0.01% 89
2021
Q4
$41K Hold
81
0.01% 82
2021
Q3
$32K Buy
81
+20
+33% +$7.9K 0.01% 94
2021
Q2
$24K Hold
61
0.01% 106
2021
Q1
$23K Hold
61
0.01% 119
2020
Q4
$21K Hold
61
0.01% 117
2020
Q3
$19K Hold
61
0.01% 109
2020
Q2
$18K Buy
61
+31
+103% +$9.15K 0.01% 111
2020
Q1
$7K Buy
30
+8
+36% +$1.87K ﹤0.01% 147
2019
Q4
$6K Buy
+22
New +$6K ﹤0.01% 165