Community Financial Services Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
14,220
+305
| +2% | +$95.2K | 0.88% | 41 |
|
|
2025
Q1 | $7.29M | Buy |
13,915
+978
| +8% | +$512K | 1.58% | 21 |
|
|
2024
Q4 | $6.54M | Buy |
12,937
+634
| +5% | +$321K | 1.3% | 24 |
|
|
2024
Q3 | $7.19M | Buy |
12,303
+436
| +4% | +$255K | 1.47% | 19 |
|
|
2024
Q2 | $6.04M | Buy |
11,867
+774
| +7% | +$394K | 1.3% | 24 |
|
|
2024
Q1 | $5.49M | Buy |
+11,093
| New | +$5.49M | 1.25% | 19 |
|
|
2023
Q3 | $1.22M | Buy |
+2,416
| New | +$1.22M | 0.31% | 51 |
|