CBA
Coastal Bridge Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
+5,303
| New | +$1.65M | 0.14% | 156 |
|
|
2025
Q1 | – | Sell |
-1,167
| Closed | -$590K | – | 389 |
|
|
2024
Q4 | $590K | Buy |
1,167
+26
| +2% | +$13.1K | 0.15% | 87 |
|
|
2024
Q3 | $667K | Buy |
1,141
+27
| +2% | +$15.8K | 0.17% | 77 |
|
|
2024
Q2 | $567K | Buy |
1,114
+121
| +12% | +$61.6K | 0.14% | 89 |
|
|
2024
Q1 | $491K | Hold |
993
| – | – | 0.11% | 98 |
|
|
2023
Q4 | $523K | Buy |
993
+20
| +2% | +$10.5K | 0.13% | 97 |
|
|
2023
Q3 | $491K | Buy |
973
+70
| +8% | +$35.3K | 0.13% | 92 |
|
|
2023
Q2 | $434K | Sell |
903
-200
| -18% | -$96.1K | 0.11% | 99 |
|
|
2023
Q1 | $521K | Buy |
1,103
+1
| +0.1% | +$472 | 0.13% | 90 |
|
|
2022
Q4 | $584K | Sell |
1,102
-49
| -4% | -$26K | 0.17% | 78 |
|
|
2022
Q3 | $581K | Buy |
1,151
+49
| +4% | +$24.7K | 0.16% | 79 |
|
|
2022
Q2 | $566K | Buy |
1,102
+258
| +31% | +$133K | 0.17% | 78 |
|
|
2022
Q1 | $430K | Sell |
844
-470
| -36% | -$239K | 0.1% | 96 |
|
|
2021
Q4 | $589K | Buy |
1,314
+470
| +56% | +$211K | 0.12% | 98 |
|
|
2021
Q3 | $330K | Buy |
844
+1
| +0.1% | +$391 | 0.08% | 99 |
|
|
2021
Q2 | $338K | Buy |
843
+32
| +4% | +$12.8K | 0.07% | 103 |
|
|
2021
Q1 | $302K | Buy |
+811
| New | +$302K | 0.06% | 103 |
|
|
2019
Q1 | – | Sell |
-1,758
| Closed | -$438K | – | 143 |
|
|
2018
Q4 | $438K | Hold |
1,758
| – | – | 0.17% | 74 |
|
|
2018
Q3 | $468K | Buy |
1,758
+1
| +0.1% | +$266 | 0.18% | 71 |
|
|
2018
Q2 | $431K | Buy |
1,757
+100
| +6% | +$24.5K | 0.17% | 76 |
|
|
2018
Q1 | $355K | Hold |
1,657
| – | – | 0.13% | 84 |
|
|
2017
Q4 | $366K | Buy |
1,657
+50
| +3% | +$11K | 0.12% | 82 |
|
|
2017
Q3 | $315K | Hold |
1,607
| – | – | 0.1% | 81 |
|
|
2017
Q2 | $298K | Buy |
+1,607
| New | +$298K | 0.1% | 78 |
|