Cobblestone 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 | $992K | Sell |
3,180
-230
| -7% | -$71.8K | 0.05% | 141 |
|
|
2025
Q1 | $1.79M | Sell |
3,410
-49
| -1% | -$25.7K | 0.1% | 88 |
|
|
2024
Q4 | $1.75M | Sell |
3,459
-17
| -0.5% | -$8.6K | 0.1% | 93 |
|
|
2024
Q3 | $2.03M | Buy |
3,476
+33
| +1% | +$19.3K | 0.11% | 82 |
|
|
2024
Q2 | $1.75M | Sell |
3,443
-41
| -1% | -$20.9K | 0.11% | 82 |
|
|
2024
Q1 | $1.72M | Sell |
3,484
-220
| -6% | -$109K | 0.11% | 86 |
|
|
2023
Q4 | $1.95M | Sell |
3,704
-94
| -2% | -$49.5K | 0.13% | 76 |
|
|
2023
Q3 | $1.91M | Sell |
3,798
-129
| -3% | -$65K | 0.14% | 71 |
|
|
2023
Q2 | $1.89M | Hold |
3,927
| – | – | 0.13% | 75 |
|
|
2023
Q1 | $1.86M | Sell |
3,927
-70
| -2% | -$33.1K | 0.14% | 78 |
|
|
2022
Q4 | $2.12M | Sell |
3,997
-20
| -0.5% | -$10.6K | 0.16% | 74 |
|
|
2022
Q3 | $2.03M | Sell |
4,017
-115
| -3% | -$58.1K | 0.17% | 64 |
|
|
2022
Q2 | $2.12M | Buy |
4,132
+532
| +15% | +$273K | 0.16% | 69 |
|
|
2022
Q1 | $1.84M | Hold |
3,600
| – | – | 0.12% | 77 |
|
|
2021
Q4 | $1.81M | Sell |
3,600
-88
| -2% | -$44.2K | 0.12% | 83 |
|
|
2021
Q3 | $1.44M | Sell |
3,688
-83
| -2% | -$32.4K | 0.1% | 94 |
|
|
2021
Q2 | $1.51M | Buy |
3,771
+8
| +0.2% | +$3.2K | 0.1% | 95 |
|
|
2021
Q1 | $1.4M | Buy |
3,763
+475
| +14% | +$177K | 0.1% | 95 |
|
|
2020
Q4 | $1.15M | Sell |
3,288
-77
| -2% | -$27K | 0.09% | 103 |
|
|
2020
Q3 | $1.05M | Sell |
3,365
-318
| -9% | -$99.1K | 0.09% | 100 |
|
|
2020
Q2 | $1.09M | Sell |
3,683
-3,903
| -51% | -$1.15M | 0.1% | 94 |
|
|
2020
Q1 | $1.89M | Buy |
7,586
+4,336
| +133% | +$1.08M | 0.2% | 64 |
|
|
2019
Q4 | $955K | Hold |
3,250
| – | – | 0.09% | 107 |
|
|
2019
Q3 | $706K | Sell |
3,250
-123
| -4% | -$26.7K | 0.07% | 119 |
|
|
2019
Q2 | $823K | Sell |
3,373
-294
| -8% | -$71.7K | 0.07% | 117 |
|
|
2019
Q1 | $907K | Buy |
3,667
+1,302
| +55% | +$322K | 0.08% | 102 |
|
|
2018
Q4 | $589K | Buy |
2,365
+300
| +15% | +$74.7K | 0.06% | 128 |
|
|
2018
Q3 | $549K | Sell |
2,065
-50
| -2% | -$13.3K | 0.05% | 141 |
|
|
2018
Q2 | $519K | Buy |
2,115
+116
| +6% | +$28.5K | 0.05% | 145 |
|
|
2018
Q1 | $428K | Buy |
1,999
+200
| +11% | +$42.8K | 0.04% | 168 |
|
|
2017
Q4 | $397K | Hold |
1,799
| – | – | 0.04% | 178 |
|
|
2017
Q3 | $352K | Hold |
1,799
| – | – | 0.04% | 154 |
|
|
2017
Q2 | $334K | Buy |
1,799
+79
| +5% | +$14.7K | 0.04% | 152 |
|
|
2017
Q1 | $282K | Hold |
1,720
| – | – | 0.04% | 163 |
|
|
2016
Q4 | $275K | Sell |
1,720
-1,155
| -40% | -$185K | 0.04% | 165 |
|
|
2016
Q3 | $402K | Sell |
2,875
-130
| -4% | -$18.2K | 0.06% | 138 |
|
|
2016
Q2 | $424K | Sell |
3,005
-415
| -12% | -$58.6K | 0.06% | 133 |
|
|
2016
Q1 | $441K | Buy |
3,420
+1,060
| +45% | +$137K | 0.06% | 132 |
|
|
2015
Q4 | $278K | Sell |
2,360
-20
| -0.8% | -$2.36K | 0.04% | 159 |
|
|
2015
Q3 | $276K | Sell |
2,380
-83
| -3% | -$9.63K | 0.04% | 147 |
|
|
2015
Q2 | $300K | Buy |
2,463
+660
| +37% | +$80.4K | 0.05% | 141 |
|
|
2015
Q1 | $213K | Buy |
+1,803
| New | +$213K | 0.03% | 159 |
|
|
2013
Q4 | – | Sell |
-6,926
| Closed | -$496K | – | 162 |
|
|
2013
Q3 | $496K | Sell |
6,926
-39,448
| -85% | -$2.83M | 0.1% | 105 |
|
|
2013
Q2 | $3.04M | Buy |
+46,374
| New | +$3.04M | 0.67% | 49 |
|