Certified Advisory Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
1,738
-1,924
| -53% | -$600K | 0.06% | 191 |
|
|
2025
Q1 | $1.92M | Sell |
3,662
-11
| -0.3% | -$5.76K | 0.22% | 106 |
|
|
2024
Q4 | $1.86M | Sell |
3,673
-83
| -2% | -$42K | 0.2% | 109 |
|
|
2024
Q3 | $2.2M | Sell |
3,756
-133
| -3% | -$77.8K | 0.24% | 103 |
|
|
2024
Q2 | $1.98M | Sell |
3,889
-343
| -8% | -$175K | 0.25% | 103 |
|
|
2024
Q1 | $2.09M | Buy |
4,232
+68
| +2% | +$33.6K | 0.29% | 95 |
|
|
2023
Q4 | $2.19M | Sell |
4,164
-39,436
| -90% | -$20.8M | 0.33% | 89 |
|
|
2023
Q3 | $2.15M | Buy |
+43,600
| New | +$2.15M | 0.4% | 76 |
|
|
2023
Q2 | – | Sell |
-4,564
| Closed | -$2.16M | – | 285 |
|
|
2023
Q1 | $2.16M | Sell |
4,564
-125
| -3% | -$59.1K | 0.38% | 79 |
|
|
2022
Q4 | $2.49M | Buy |
4,689
+85
| +2% | +$45.1K | 0.49% | 59 |
|
|
2022
Q3 | $2.33M | Buy |
4,604
+163
| +4% | +$82.3K | 0.53% | 52 |
|
|
2022
Q2 | $2.28M | Sell |
4,441
-56
| -1% | -$28.8K | 0.51% | 55 |
|
|
2022
Q1 | $2.29M | Sell |
4,497
-48
| -1% | -$24.5K | 0.49% | 58 |
|
|
2021
Q4 | $2.28M | Buy |
4,545
+3
| +0.1% | +$1.51K | 0.5% | 53 |
|
|
2021
Q3 | $1.78M | Buy |
4,542
+143
| +3% | +$55.9K | 0.43% | 58 |
|
|
2021
Q2 | $1.76M | Sell |
4,399
-103
| -2% | -$41.2K | 0.44% | 58 |
|
|
2021
Q1 | $1.68M | Buy |
+4,502
| New | +$1.68M | 0.43% | 60 |
|
|
2020
Q2 | $817K | Buy |
2,769
+511
| +23% | +$151K | 0.27% | 92 |
|
|
2020
Q1 | $563K | Sell |
2,258
-192
| -8% | -$47.9K | 0.22% | 100 |
|
|
2019
Q4 | $720K | Buy |
2,450
+474
| +24% | +$139K | 0.23% | 98 |
|
|
2019
Q3 | $429K | Sell |
1,976
-59
| -3% | -$12.8K | 0.15% | 125 |
|
|
2019
Q2 | $496K | Sell |
2,035
-10
| -0.5% | -$2.44K | 0.18% | 106 |
|
|
2019
Q1 | $506K | Sell |
2,045
-40
| -2% | -$9.9K | 0.21% | 96 |
|
|
2018
Q4 | $519K | Buy |
2,085
+1
| +0% | +$249 | 0.27% | 82 |
|
|
2018
Q3 | $554K | Sell |
2,084
-48
| -2% | -$12.8K | 0.26% | 86 |
|
|
2018
Q2 | $523K | Sell |
2,132
-368
| -15% | -$90.3K | 0.29% | 82 |
|
|
2018
Q1 | $535K | Buy |
2,500
+208
| +9% | +$44.5K | 0.32% | 78 |
|
|
2017
Q4 | $505K | Buy |
+2,292
| New | +$505K | 0.36% | 63 |
|