CFAM
Center For Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
609
+16
| +3% | +$8.13K | 0.19% | 98 |
|
|
2025
Q1 | $311K | Sell |
593
-16
| -3% | -$8.38K | 0.19% | 101 |
|
|
2024
Q4 | $308K | Buy |
609
+192
| +46% | +$97.1K | 0.2% | 96 |
|
|
2024
Q3 | $244K | Buy |
417
+24
| +6% | +$14K | 0.15% | 109 |
|
|
2024
Q2 | $200K | Buy |
+393
| New | +$200K | 0.13% | 120 |
|
|
2021
Q4 | – | Sell |
-624
| Closed | -$244K | – | 134 |
|
|
2021
Q3 | $244K | Buy |
624
+79
| +14% | +$30.9K | 0.21% | 81 |
|
|
2021
Q2 | $218K | Buy |
+545
| New | +$218K | 0.19% | 95 |
|