CFS Investment Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
3,566
+627
| +21% | +$196K | 0.09% | 163 |
|
|
2025
Q1 | $1.54M | Buy |
2,939
+35
| +1% | +$18.3K | 0.14% | 130 |
|
|
2024
Q4 | $1.47M | Buy |
2,904
+387
| +15% | +$196K | 0.13% | 127 |
|
|
2024
Q3 | $1.47M | Buy |
2,517
+272
| +12% | +$159K | 0.12% | 125 |
|
|
2024
Q2 | $1.14M | Sell |
2,245
-29
| -1% | -$14.8K | 0.09% | 131 |
|
|
2024
Q1 | $1.13M | Sell |
2,274
-486
| -18% | -$240K | 0.19% | 80 |
|
|
2023
Q4 | $1.45M | Buy |
2,760
+979
| +55% | +$515K | 0.26% | 59 |
|
|
2023
Q3 | $898K | Buy |
1,781
+293
| +20% | +$148K | 0.14% | 95 |
|
|
2023
Q2 | $715K | Sell |
1,488
-111
| -7% | -$53.3K | 0.09% | 141 |
|
|
2023
Q1 | $756K | Buy |
1,599
+213
| +15% | +$101K | 0.14% | 79 |
|
|
2022
Q4 | $735K | Sell |
1,386
-575,500
| -100% | -$305M | 0.17% | 73 |
|
|
2022
Q3 | $577K | Buy |
576,886
+576,065
| +70,166% | +$576K | 0.13% | 87 |
|
|
2022
Q2 | $422K | Sell |
821
-477,531
| -100% | -$245M | 0.06% | 172 |
|
|
2022
Q1 | $1K | Buy |
478,352
+477,392
| +49,728% | +$998 | ﹤0.01% | 399 |
|
|
2021
Q4 | $455K | Buy |
960
+23
| +2% | +$10.9K | 0.06% | 170 |
|
|
2021
Q3 | $366K | Buy |
+937
| New | +$366K | 0.05% | 172 |
|
|
2020
Q4 | $270K | Buy |
+771
| New | +$270K | 0.04% | 162 |
|