Centaurus Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.98M | Buy |
15,958
+1,237
| +8% | +$386K | 0.29% | 81 |
|
2025
Q1 | $7.71M | Buy |
14,721
+449
| +3% | +$235K | 0.47% | 54 |
|
2024
Q4 | $7.22M | Buy |
14,272
+8,881
| +165% | +$4.49M | 0.44% | 54 |
|
2024
Q3 | $3.15M | Sell |
5,391
-952
| -15% | -$557K | 0.2% | 108 |
|
2024
Q2 | $3.23M | Buy |
6,343
+2,757
| +77% | +$1.4M | 0.22% | 107 |
|
2024
Q1 | $1.77M | Buy |
3,586
+1,318
| +58% | +$652K | 0.12% | 161 |
|
2023
Q4 | $1.19M | Sell |
2,268
-2,920
| -56% | -$1.54M | 0.09% | 211 |
|
2023
Q3 | $2.62M | Sell |
5,188
-874
| -14% | -$441K | 0.23% | 101 |
|
2023
Q2 | $2.91M | Buy |
6,062
+2,860
| +89% | +$1.37M | 0.26% | 99 |
|
2023
Q1 | $1.51M | Sell |
3,202
-590
| -16% | -$279K | 0.12% | 191 |
|
2022
Q4 | $2.01M | Sell |
3,792
-379
| -9% | -$201K | 0.19% | 135 |
|
2022
Q3 | $2.11M | Buy |
4,171
+847
| +25% | +$428K | 0.21% | 124 |
|
2022
Q2 | $1.71M | Sell |
3,324
-16
| -0.5% | -$8.22K | 0.17% | 154 |
|
2022
Q1 | $1.7M | Buy |
3,340
+1,626
| +95% | +$829K | 0.13% | 183 |
|
2021
Q4 | $861K | Buy |
1,714
+114
| +7% | +$57.3K | 0.07% | 305 |
|
2021
Q3 | $625K | Buy |
1,600
+58
| +4% | +$22.7K | 0.05% | 364 |
|
2021
Q2 | $618K | Buy |
1,542
+32
| +2% | +$12.8K | 0.05% | 372 |
|
2021
Q1 | $562K | Buy |
1,510
+74
| +5% | +$27.5K | 0.06% | 345 |
|
2020
Q4 | $503K | Buy |
1,436
+194
| +16% | +$68K | 0.05% | 359 |
|
2020
Q3 | $387K | Sell |
1,242
-150
| -11% | -$46.7K | 0.05% | 315 |
|
2020
Q2 | $411K | Buy |
1,392
+14
| +1% | +$4.13K | 0.06% | 296 |
|
2020
Q1 | $344K | Sell |
1,378
-2,446
| -64% | -$611K | 0.07% | 257 |
|
2019
Q4 | $1.12M | Sell |
3,824
-431
| -10% | -$127K | 0.16% | 153 |
|
2019
Q3 | $925K | Buy |
4,255
+399
| +10% | +$86.7K | 0.14% | 180 |
|
2019
Q2 | $941K | Buy |
3,856
+2,235
| +138% | +$545K | 0.15% | 169 |
|
2019
Q1 | $6.56K | Buy |
1,621
+1,063
| +191% | +$4.3K | 0.04% | 320 |
|
2018
Q4 | $2 | Buy |
558
+556
| +27,800% | +$2 | 0.01% | 424 |
|
2018
Q3 | $611 | Sell |
2
-2,822
| -100% | -$862K | 0.11% | 209 |
|
2018
Q2 | $693K | Buy |
2,824
+666
| +31% | +$163K | 0.1% | 226 |
|
2018
Q1 | $462K | Sell |
2,158
-5,090
| -70% | -$1.09M | 0.11% | 208 |
|
2017
Q4 | $1.6M | Buy |
+7,248
| New | +$1.6M | 0.41% | 67 |
|