CFM Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,013
| Closed | -$2.1M | – | 144 |
|
|
2025
Q1 | $2.1M | Sell |
4,013
-653
| -14% | -$334K | 0.37% | 54 |
|
|
2024
Q4 | $2.36M | Buy |
4,666
+270
| +6% | +$153K | 0.4% | 53 |
|
|
2024
Q3 | $2.57M | Buy |
4,396
+997
| +29% | +$564K | 0.45% | 52 |
|
|
2024
Q2 | $1.73M | Buy |
3,399
+549
| +19% | +$269K | 0.32% | 60 |
|
|
2024
Q1 | $1.41M | Buy |
2,850
+278
| +11% | +$141K | 0.28% | 66 |
|
|
2023
Q4 | $1.35M | Buy |
2,572
+33
| +1% | +$17.6K | 0.31% | 66 |
|
|
2023
Q3 | $1.28M | Buy |
2,539
+116
| +5% | +$57.1K | 0.34% | 62 |
|
|
2023
Q2 | $1.16M | Sell |
2,423
-57
| -2% | -$27.9K | 0.28% | 75 |
|
|
2023
Q1 | $1.17M | Buy |
2,480
+71
| +3% | +$34.3K | 0.32% | 70 |
|
|
2022
Q4 | $1.28M | Buy |
2,409
+199
| +9% | +$105K | 0.38% | 67 |
|
|
2022
Q3 | $1.12M | Buy |
2,210
+1,005
| +83% | +$528K | 0.36% | 64 |
|
|
2022
Q2 | $619K | Sell |
1,205
-40
| -3% | -$20.1K | 0.19% | 97 |
|
|
2022
Q1 | $635K | Sell |
1,245
-130
| -9% | -$62.7K | 0.15% | 99 |
|
|
2021
Q4 | $691K | Buy |
1,375
+20
| +1% | +$9.05K | 0.15% | 102 |
|
|
2021
Q3 | $529K | Buy |
1,355
+23
| +2% | +$9.53K | 0.13% | 108 |
|
|
2021
Q2 | $533K | Hold |
1,332
| – | – | 0.14% | 99 |
|
|
2021
Q1 | $496K | Sell |
1,332
-195
| -13% | -$67.6K | 0.15% | 98 |
|
|
2020
Q4 | $535K | Sell |
1,527
-40
| -3% | -$13.4K | 0.17% | 86 |
|
|
2020
Q3 | $488K | Buy |
1,567
+106
| +7% | +$32.6K | 0.18% | 86 |
|
|
2020
Q2 | $430K | Sell |
1,461
-97
| -6% | -$27.8K | 0.16% | 89 |
|
|
2020
Q1 | $389K | Buy |
1,558
+26
| +2% | +$7.16K | 0.18% | 85 |
|
|
2019
Q4 | $461K | Buy |
+1,532
| New | +$401K | 0.17% | 94 |
|
Other funds holding UNH
