Central Valley 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 | $1.21M | Sell |
3,866
-102
| -3% | -$31.8K | 0.41% | 64 |
|
|
2025
Q1 | $2.08M | Buy |
3,968
+232
| +6% | +$121K | 0.79% | 36 |
|
|
2024
Q4 | $1.89M | Buy |
3,736
+222
| +6% | +$112K | 0.86% | 30 |
|
|
2024
Q3 | $2.05M | Buy |
3,514
+47
| +1% | +$27.5K | 1.16% | 22 |
|
|
2024
Q2 | $38.4M | Buy |
3,467
+157
| +5% | +$1.74M | 16.41% | 1 |
|
|
2024
Q1 | $1.64M | Buy |
3,310
+268
| +9% | +$133K | 0.85% | 34 |
|
|
2023
Q4 | $1.6M | Buy |
+3,042
| New | +$1.6M | 0.94% | 27 |
|