Comprehensive Financial Consultants Institutional’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
6,836
+2,540
| +59% | +$792K | 0.7% | 55 |
|
|
2025
Q1 | $2.25M | Buy |
4,296
+163
| +4% | +$85.4K | 0.8% | 45 |
|
|
2024
Q4 | $2.09M | Buy |
4,133
+193
| +5% | +$97.6K | 0.76% | 46 |
|
|
2024
Q3 | $2.3M | Sell |
3,940
-52
| -1% | -$30.4K | 0.84% | 41 |
|
|
2024
Q2 | $2.03M | Buy |
3,992
+456
| +13% | +$232K | 0.8% | 44 |
|
|
2024
Q1 | $1.75M | Buy |
3,536
+220
| +7% | +$109K | 0.73% | 52 |
|
|
2023
Q4 | $1.75M | Buy |
3,316
+216
| +7% | +$114K | 0.81% | 45 |
|
|
2023
Q3 | $1.56M | Buy |
3,100
+316
| +11% | +$159K | 0.82% | 42 |
|
|
2023
Q2 | $1.35M | Buy |
2,784
+68
| +3% | +$32.9K | 0.71% | 55 |
|
|
2023
Q1 | $1.28M | Buy |
2,716
+5
| +0.2% | +$2.36K | 0.73% | 49 |
|
|
2022
Q4 | $1.34M | Buy |
2,711
+66
| +2% | +$32.7K | 0.81% | 41 |
|
|
2022
Q3 | $1.38M | Buy |
2,645
+46
| +2% | +$24K | 0.91% | 39 |
|
|
2022
Q2 | $1.34M | Buy |
2,599
+23
| +0.9% | +$11.8K | 0.95% | 33 |
|
|
2022
Q1 | $1.29M | Buy |
2,576
+149
| +6% | +$74.4K | 0.9% | 34 |
|
|
2021
Q4 | $1.15M | Buy |
+2,427
| New | +$1.15M | 0.74% | 39 |
|