Cobblestone Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $962K | Sell |
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|
2025
Q2 | $992K | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $1.91M | Sell |
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|
2023
Q2 | $1.89M | Hold |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $2.12M | Sell |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $2.12M | Buy |
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|
2022
Q1 | $1.84M | Hold |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.89M | Buy |
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|
2019
Q4 | $955K | Hold |
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|
2019
Q3 | $706K | Sell |
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|
2019
Q2 | $823K | Sell |
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|
2019
Q1 | $907K | Buy |
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|
2018
Q4 | $589K | Buy |
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|
2018
Q3 | $549K | Sell |
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|
2018
Q2 | $519K | Buy |
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|
2018
Q1 | $428K | Buy |
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|
2017
Q4 | $397K | Hold |
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|
2017
Q3 | $352K | Hold |
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|
2017
Q2 | $334K | Buy |
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|
2017
Q1 | $282K | Hold |
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|
2016
Q4 | $275K | Sell |
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|
2016
Q3 | $402K | Sell |
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|
2016
Q2 | $424K | Sell |
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|
2016
Q1 | $441K | Buy |
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|
2015
Q4 | $278K | Sell |
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|
2015
Q3 | $276K | Sell |
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|
2015
Q2 | $300K | Buy |
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|
2015
Q1 | $213K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $496K | Sell |
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|
2013
Q2 | $3.04M | Buy |
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