CGA
Compound Global Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5K | Sell |
162
-450
| -74% | -$140K | 4.61% | 12 |
|
|
2025
Q1 | $288K | Sell |
612
-1,650
| -73% | -$777K | 1.7% | 24 |
|
|
2024
Q4 | $1.14M | Buy |
+2,262
| New | +$1.14M | 4.66% | 5 |
|
|
2024
Q1 | $10.1M | Sell |
20,354
-3,678
| -15% | -$1.82M | 1.5% | 21 |
|
|
2023
Q4 | $12.7M | Sell |
24,032
-14,727
| -38% | -$7.75M | 2.34% | 22 |
|
|
2023
Q3 | $19.5M | Sell |
38,759
-17,665
| -31% | -$8.91M | 4.28% | 8 |
|
|
2023
Q2 | $27.1M | Buy |
56,424
+22,031
| +64% | +$10.6M | 6.26% | 1 |
|
|
2023
Q1 | $16.3M | Buy |
+34,393
| New | +$16.3M | 4.13% | 10 |
|