Chesapeake 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 | $1.27M | Sell |
4,069
-343
| -8% | -$107K | 0.42% | 62 |
|
|
2025
Q1 | $2.31M | Sell |
4,412
-184
| -4% | -$96.4K | 0.82% | 40 |
|
|
2024
Q4 | $2.32M | Sell |
4,596
-57
| -1% | -$28.8K | 0.8% | 42 |
|
|
2024
Q3 | $2.72M | Sell |
4,653
-138
| -3% | -$80.7K | 0.93% | 35 |
|
|
2024
Q2 | $2.44M | Sell |
4,791
-14
| -0.3% | -$7.13K | 0.88% | 38 |
|
|
2024
Q1 | $2.38M | Sell |
4,805
-134
| -3% | -$66.3K | 0.87% | 42 |
|
|
2023
Q4 | $2.6M | Sell |
4,939
-64
| -1% | -$33.7K | 1% | 28 |
|
|
2023
Q3 | $2.52M | Sell |
5,003
-166
| -3% | -$83.7K | 1.05% | 28 |
|
|
2023
Q2 | $2.48M | Buy |
5,169
+125
| +2% | +$60.1K | 0.98% | 29 |
|
|
2023
Q1 | $2.38M | Buy |
5,044
+52
| +1% | +$24.6K | 0.99% | 29 |
|
|
2022
Q4 | $2.65M | Buy |
4,992
+326
| +7% | +$173K | 1.16% | 24 |
|
|
2022
Q3 | $2.36M | Buy |
4,666
+476
| +11% | +$240K | 1.08% | 28 |
|
|
2022
Q2 | $2.15M | Buy |
4,190
+1,677
| +67% | +$861K | 0.92% | 30 |
|
|
2022
Q1 | $1.28M | Sell |
2,513
-137
| -5% | -$69.8K | 0.47% | 58 |
|
|
2021
Q4 | $1.33M | Sell |
2,650
-109
| -4% | -$54.7K | 0.45% | 60 |
|
|
2021
Q3 | $1.08M | Sell |
2,759
-285
| -9% | -$111K | 0.39% | 64 |
|
|
2021
Q2 | $1.22M | Sell |
3,044
-455
| -13% | -$182K | 0.4% | 66 |
|
|
2021
Q1 | $1.3M | Sell |
3,499
-145
| -4% | -$54K | 0.44% | 62 |
|
|
2020
Q4 | $1.28M | Sell |
3,644
-260
| -7% | -$91.2K | 0.44% | 67 |
|
|
2020
Q3 | $1.22M | Sell |
3,904
-135
| -3% | -$42.1K | 0.46% | 65 |
|
|
2020
Q2 | $1.19M | Sell |
4,039
-25
| -0.6% | -$7.37K | 0.47% | 61 |
|
|
2020
Q1 | $1.01M | Sell |
4,064
-138
| -3% | -$34.4K | 0.47% | 63 |
|
|
2019
Q4 | $1.24M | Sell |
4,202
-185
| -4% | -$54.4K | 0.48% | 63 |
|
|
2019
Q3 | $953K | Sell |
4,387
-1,103
| -20% | -$240K | 0.39% | 83 |
|
|
2019
Q2 | $1.34M | Sell |
5,490
-1,821
| -25% | -$444K | 0.56% | 45 |
|
|
2019
Q1 | $1.81M | Sell |
7,311
-1,839
| -20% | -$455K | 0.79% | 25 |
|
|
2018
Q4 | $2.28M | Sell |
9,150
-1,118
| -11% | -$278K | 1.13% | 17 |
|
|
2018
Q3 | $2.73M | Sell |
10,268
-226
| -2% | -$60.1K | 1.21% | 16 |
|
|
2018
Q2 | $2.58M | Sell |
10,494
-429
| -4% | -$105K | 1.19% | 18 |
|
|
2018
Q1 | $2.34M | Buy |
+10,923
| New | +$2.34M | 1.08% | 22 |
|