Childress Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
1,677
-883
| -34% | -$275K | 0.13% | 119 |
|
|
2025
Q1 | $1.34M | Sell |
2,560
-214
| -8% | -$112K | 0.39% | 48 |
|
|
2024
Q4 | $1.4M | Sell |
2,774
-245
| -8% | -$124K | 0.39% | 42 |
|
|
2024
Q3 | $1.77M | Buy |
3,019
+597
| +25% | +$349K | 0.48% | 38 |
|
|
2024
Q2 | $1.23M | Buy |
2,422
+254
| +12% | +$129K | 0.35% | 50 |
|
|
2024
Q1 | $1.07M | Sell |
2,168
-440
| -17% | -$218K | 0.31% | 55 |
|
|
2023
Q4 | $1.37M | Sell |
2,608
-87
| -3% | -$45.8K | 0.41% | 45 |
|
|
2023
Q3 | $1.36M | Buy |
2,695
+1,224
| +83% | +$617K | 0.45% | 40 |
|
|
2023
Q2 | $707K | Sell |
1,471
-142
| -9% | -$68.3K | 0.3% | 45 |
|
|
2023
Q1 | $762K | Sell |
1,613
-2,225
| -58% | -$1.05M | 0.34% | 42 |
|
|
2022
Q4 | $2.03M | Buy |
3,838
+24
| +0.6% | +$12.7K | 0.68% | 26 |
|
|
2022
Q3 | $1.95M | Sell |
3,814
-91
| -2% | -$46.5K | 0.76% | 26 |
|
|
2022
Q2 | $2.01M | Buy |
3,905
+177
| +5% | +$90.9K | 0.79% | 22 |
|
|
2022
Q1 | $1.9M | Buy |
3,728
+788
| +27% | +$401K | 0.66% | 27 |
|
|
2021
Q4 | $1.48M | Sell |
2,940
-360
| -11% | -$181K | 0.61% | 35 |
|
|
2021
Q3 | $1.29M | Buy |
3,300
+584
| +22% | +$228K | 0.52% | 37 |
|
|
2021
Q2 | $1.09M | Sell |
2,716
-283
| -9% | -$113K | 0.49% | 39 |
|
|
2021
Q1 | $1.12M | Buy |
2,999
+959
| +47% | +$357K | 0.51% | 38 |
|
|
2020
Q4 | $716K | Buy |
+2,040
| New | +$716K | 0.42% | 29 |
|