Centerpoint Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
1,192
+8
| +0.7% | +$2.5K | 0.13% | 62 |
|
|
2025
Q1 | $620K | Sell |
1,184
-204
| -15% | -$107K | 0.23% | 44 |
|
|
2024
Q4 | $702K | Sell |
1,388
-295
| -18% | -$149K | 0.25% | 43 |
|
|
2024
Q3 | $984K | Hold |
1,683
| – | – | 0.34% | 37 |
|
|
2024
Q2 | $857K | Sell |
1,683
-83
| -5% | -$42.3K | 0.31% | 37 |
|
|
2024
Q1 | $874K | Hold |
1,766
| – | – | 0.33% | 37 |
|
|
2023
Q4 | $930K | Sell |
1,766
-365
| -17% | -$192K | 0.37% | 35 |
|
|
2023
Q3 | $1.08M | Sell |
2,131
-20
| -0.9% | -$10.1K | 0.46% | 30 |
|
|
2023
Q2 | $1.03M | Sell |
2,151
-94
| -4% | -$45.2K | 0.42% | 32 |
|
|
2023
Q1 | $1.06M | Sell |
2,245
-267
| -11% | -$126K | 0.46% | 30 |
|
|
2022
Q4 | $1.33M | Buy |
2,512
+662
| +36% | +$351K | 0.62% | 27 |
|
|
2022
Q3 | $934K | Hold |
1,850
| – | – | 0.5% | 26 |
|
|
2022
Q2 | $950K | Sell |
1,850
-80
| -4% | -$41.1K | 0.48% | 26 |
|
|
2022
Q1 | $984K | Sell |
1,930
-133
| -6% | -$67.8K | 0.45% | 27 |
|
|
2021
Q4 | $1.04M | Sell |
2,063
-112
| -5% | -$56.2K | 0.45% | 29 |
|
|
2021
Q3 | $850K | Sell |
2,175
-65
| -3% | -$25.4K | 0.41% | 29 |
|
|
2021
Q2 | $897K | Buy |
2,240
+1,518
| +210% | +$608K | 0.42% | 29 |
|
|
2021
Q1 | $269K | Hold |
722
| – | – | 0.16% | 44 |
|
|
2020
Q4 | $253K | Sell |
722
-85
| -11% | -$29.8K | 0.16% | 40 |
|
|
2020
Q3 | $252K | Sell |
807
-160
| -17% | -$50K | 0.19% | 40 |
|
|
2020
Q2 | $285K | Buy |
967
+148
| +18% | +$43.6K | 0.23% | 37 |
|
|
2020
Q1 | $204K | Sell |
819
-422
| -34% | -$105K | 0.2% | 32 |
|
|
2019
Q4 | $365K | Hold |
1,241
| – | – | 0.27% | 31 |
|
|
2019
Q3 | $270K | Sell |
1,241
-20
| -2% | -$4.35K | 0.21% | 36 |
|
|
2019
Q2 | $308K | Buy |
1,261
+675
| +115% | +$165K | 0.25% | 36 |
|
|
2019
Q1 | $145K | Hold |
586
| – | – | 0.12% | 53 |
|
|
2018
Q4 | $146K | Sell |
586
-511
| -47% | -$127K | 0.14% | 48 |
|
|
2018
Q3 | $292K | Hold |
1,097
| – | – | 0.23% | 33 |
|
|
2018
Q2 | $269K | Buy |
1,097
+26
| +2% | +$6.38K | 0.23% | 35 |
|
|
2018
Q1 | $229K | Buy |
1,071
+821
| +328% | +$176K | 0.2% | 39 |
|
|
2017
Q4 | $55K | Buy |
+250
| New | +$55K | 0.05% | 73 |
|