Chas P. Smith & Associates (CPS)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.6M | Sell |
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|
2025
Q2 | $35.6M | Buy |
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|
2025
Q1 | $52M | Buy |
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|
2024
Q4 | $49.4M | Buy |
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|
2024
Q3 | $56.9M | Sell |
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|
2024
Q2 | $51.1M | Buy |
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|
2024
Q1 | $49.2M | Buy |
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|
2023
Q4 | $51.4M | Buy |
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|
2023
Q3 | $48.7M | Sell |
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|
2023
Q2 | $46.8M | Buy |
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|
2023
Q1 | $44.9M | Sell |
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|
2022
Q4 | $50.3M | Buy |
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|
2022
Q3 | $48M | Buy |
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|
2022
Q2 | $48M | Buy |
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|
2022
Q1 | $47M | Buy |
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|
2021
Q4 | $35.3M | Buy |
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|
2021
Q3 | $27.3M | Buy |
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|
2021
Q2 | $26.9M | Buy |
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|
2021
Q1 | $24.3M | Buy |
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|
2020
Q4 | $21.6M | Buy |
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|
2020
Q3 | $18.5M | Buy |
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