CFFP
Center for Financial Planning’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
1,181
-102
| -8% | -$31.8K | 0.04% | 128 |
|
|
2025
Q1 | $672K | Buy |
1,283
+152
| +13% | +$79.6K | 0.09% | 81 |
|
|
2024
Q4 | $572K | Buy |
1,131
+18
| +2% | +$9.11K | 0.08% | 87 |
|
|
2024
Q3 | $651K | Buy |
1,113
+294
| +36% | +$172K | 0.09% | 79 |
|
|
2024
Q2 | $417K | Buy |
819
+3
| +0.4% | +$1.53K | 0.06% | 97 |
|
|
2024
Q1 | $404K | Buy |
816
+15
| +2% | +$7.42K | 0.06% | 105 |
|
|
2023
Q4 | $422K | Hold |
801
| – | – | 0.08% | 93 |
|
|
2023
Q3 | $404K | Sell |
801
-350
| -30% | -$176K | 0.09% | 88 |
|
|
2023
Q2 | $553K | Buy |
1,151
+10
| +0.9% | +$4.81K | 0.12% | 74 |
|
|
2023
Q1 | $539K | Buy |
1,141
+57
| +5% | +$26.9K | 0.12% | 73 |
|
|
2022
Q4 | $575K | Buy |
1,084
+50
| +5% | +$26.5K | 0.14% | 68 |
|
|
2022
Q3 | $522K | Buy |
1,034
+16
| +2% | +$8.08K | 0.14% | 72 |
|
|
2022
Q2 | $523K | Buy |
1,018
+15
| +1% | +$7.71K | 0.13% | 74 |
|
|
2022
Q1 | $511K | Hold |
1,003
| – | – | 0.1% | 80 |
|
|
2021
Q4 | $504K | Buy |
1,003
+45
| +5% | +$22.6K | 0.1% | 81 |
|
|
2021
Q3 | $374K | Buy |
958
+5
| +0.5% | +$1.95K | 0.09% | 89 |
|
|
2021
Q2 | $382K | Sell |
953
-146
| -13% | -$58.5K | 0.09% | 90 |
|
|
2021
Q1 | $409K | Hold |
1,099
| – | – | 0.11% | 84 |
|
|
2020
Q4 | $385K | Hold |
1,099
| – | – | 0.11% | 80 |
|
|
2020
Q3 | $343K | Buy |
1,099
+2
| +0.2% | +$624 | 0.11% | 83 |
|
|
2020
Q2 | $324K | Buy |
1,097
+680
| +163% | +$201K | 0.11% | 77 |
|
|
2020
Q1 | $104K | Buy |
417
+10
| +2% | +$2.49K | 0.04% | 129 |
|
|
2019
Q4 | $120K | Buy |
+407
| New | +$120K | 0.03% | 128 |
|