Cherrydale Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-751
| Closed | -$393K | – | 82 |
|
|
2025
Q1 | $393K | Sell |
751
-78
| -9% | -$40.8K | 0.16% | 44 |
|
|
2024
Q4 | $419K | Buy |
829
+9
| +1% | +$4.55K | 0.16% | 42 |
|
|
2024
Q3 | $479K | Buy |
820
+38
| +5% | +$22.2K | 0.2% | 37 |
|
|
2024
Q2 | $398K | Buy |
782
+87
| +13% | +$44.3K | 0.17% | 39 |
|
|
2024
Q1 | $344K | Buy |
695
+29
| +4% | +$14.3K | 0.16% | 41 |
|
|
2023
Q4 | $350K | Buy |
666
+98
| +17% | +$51.6K | 0.18% | 34 |
|
|
2023
Q3 | $286K | Sell |
568
-31
| -5% | -$15.6K | 0.17% | 37 |
|
|
2023
Q2 | $288K | Buy |
599
+56
| +10% | +$26.9K | 0.2% | 30 |
|
|
2023
Q1 | $256K | Sell |
543
-52
| -9% | -$24.6K | 0.19% | 30 |
|
|
2022
Q4 | $315K | Buy |
595
+73
| +14% | +$38.7K | 0.26% | 24 |
|
|
2022
Q3 | $263K | Buy |
522
+10
| +2% | +$5.04K | 0.24% | 28 |
|
|
2022
Q2 | $263K | Buy |
512
+54
| +12% | +$27.7K | 0.24% | 24 |
|
|
2022
Q1 | $233K | Buy |
458
+36
| +9% | +$18.3K | 0.17% | 33 |
|
|
2021
Q4 | $212K | Buy |
+422
| New | +$212K | 0.16% | 38 |
|