Cetera Trust Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
5,325
-190
| -3% | -$59.3K | 0.99% | 29 |
|
|
2025
Q1 | $2.89M | Buy |
5,515
+100
| +2% | +$52.4K | 1.84% | 12 |
|
|
2024
Q4 | $2.74M | Sell |
5,415
-250
| -4% | -$126K | 1.78% | 12 |
|
|
2024
Q3 | $3.31M | Sell |
5,665
-170
| -3% | -$99.4K | 2.03% | 8 |
|
|
2024
Q2 | $2.97M | Sell |
5,835
-500
| -8% | -$255K | 1.87% | 9 |
|
|
2024
Q1 | $3.13M | Sell |
6,335
-260
| -4% | -$129K | 1.89% | 10 |
|
|
2023
Q4 | $3.47M | Buy |
+6,595
| New | +$3.47M | 2.16% | 6 |
|