CJM Wealth Advisers’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 |
-624
| Closed | -$327K | – | 71 |
|
|
2025
Q1 | $327K | Hold |
624
| – | – | 0.12% | 50 |
|
|
2024
Q4 | $316K | Hold |
624
| – | – | 0.11% | 50 |
|
|
2024
Q3 | $365K | Buy |
624
+35
| +6% | +$20.5K | 0.13% | 47 |
|
|
2024
Q2 | $291K | Sell |
589
-15
| -2% | -$7.42K | 0.11% | 47 |
|
|
2024
Q1 | $299K | Sell |
604
-6
| -1% | -$2.97K | 0.11% | 48 |
|
|
2023
Q4 | $321K | Buy |
610
+6
| +1% | +$3.16K | 0.14% | 45 |
|
|
2023
Q3 | $305K | Hold |
604
| – | – | 0.15% | 42 |
|
|
2023
Q2 | $290K | Hold |
604
| – | – | 0.15% | 44 |
|
|
2023
Q1 | $285K | Sell |
604
-107
| -15% | -$50.6K | 0.16% | 42 |
|
|
2022
Q4 | $377K | Hold |
711
| – | – | 0.23% | 34 |
|
|
2022
Q3 | $359K | Buy |
711
+21
| +3% | +$10.6K | 0.26% | 36 |
|
|
2022
Q2 | $354K | Hold |
690
| – | – | 0.25% | 37 |
|
|
2022
Q1 | $352K | Hold |
690
| – | – | 0.24% | 44 |
|
|
2021
Q4 | $346K | Buy |
+690
| New | +$346K | 0.25% | 44 |
|