Compton Wealth Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.87M | Sell |
6,841
-1,350
| -16% | -$402K | 0.42% | 45 |
|
|
2025
Q4 | $2.7M | Sell |
8,191
-149
| -2% | -$50.5K | 0.59% | 34 |
|
|
2025
Q3 | $2.88M | Sell |
8,340
-65
| -0.8% | -$19.7K | 0.67% | 32 |
|
|
2025
Q2 | $2.62M | Sell |
8,405
-59
| -0.7% | -$22.5K | 0.66% | 31 |
|
|
2025
Q1 | $4.43M | Sell |
8,464
-763
| -8% | -$390K | 1.23% | 21 |
|
|
2024
Q4 | $4.67M | Sell |
9,227
-82
| -0.9% | -$46.6K | 1.2% | 20 |
|
|
2024
Q3 | $5.44M | Sell |
9,309
-95
| -1% | -$53.7K | 1.37% | 21 |
|
|
2024
Q2 | $4.79M | Buy |
9,404
+326
| +4% | +$160K | 1.28% | 19 |
|
|
2024
Q1 | $4.49M | Buy |
9,078
+704
| +8% | +$358K | 1.23% | 18 |
|
|
2023
Q4 | $4.41M | Buy |
8,374
+645
| +8% | +$344K | 1.38% | 18 |
|
|
2023
Q3 | $3.9M | Buy |
7,729
+153
| +2% | +$75.3K | 1.34% | 16 |
|
|
2023
Q2 | $3.64M | Sell |
7,576
-155
| -2% | -$75.8K | 1.21% | 20 |
|
|
2023
Q1 | $3.65M | Sell |
7,731
-56
| -0.7% | -$27K | 1.26% | 20 |
|
|
2022
Q4 | $4.13M | Buy |
7,787
+26
| +0.3% | +$13.8K | 1.61% | 17 |
|
|
2022
Q3 | $3.92M | Sell |
7,761
-599
| -7% | -$315K | 1.67% | 17 |
|
|
2022
Q2 | $4.29M | Sell |
8,360
-21
| -0.3% | -$10.5K | 1.85% | 17 |
|
|
2022
Q1 | $4.27M | Buy |
8,381
+54
| +0.6% | +$26K | 1.65% | 18 |
|
|
2021
Q4 | $4.18M | Buy |
8,327
+231
| +3% | +$105K | 1.79% | 17 |
|
|
2021
Q3 | $3.16M | Buy |
8,096
+128
| +2% | +$53K | 1.49% | 19 |
|
|
2021
Q2 | $3.19M | Buy |
7,968
+10
| +0.1% | +$3.99K | 1.49% | 19 |
|
|
2021
Q1 | $2.96M | Sell |
7,958
-22
| -0.3% | -$7.62K | 1.69% | 17 |
|
|
2020
Q4 | $2.8M | Sell |
7,980
-790
| -9% | -$265K | 1.74% | 17 |
|
|
2020
Q3 | $2.73M | Buy |
8,770
+152
| +2% | +$46.7K | 2.05% | 16 |
|
|
2020
Q2 | $2.54M | Sell |
8,618
-35
| -0.4% | -$10K | 2.71% | 10 |
|
|
2020
Q1 | $2.16M | Sell |
8,653
-316
| -4% | -$87K | 2.8% | 11 |
|
|
2019
Q4 | $2.64M | Sell |
8,969
-34
| -0.4% | -$8.89K | 2.33% | 14 |
|
|
2019
Q3 | $1.96M | Sell |
9,003
-47
| -0.5% | -$11.3K | 1.08% | 16 |
|
|
2019
Q2 | $2.21M | Buy |
9,050
+2
| +0% | +$481 | 1.13% | 13 |
|
|
2019
Q1 | $2.24M | Sell |
9,048
-30
| -0.3% | -$7.65K | 1.18% | 12 |
|
|
2018
Q4 | $2.26M | Buy |
+9,078
| New | +$2.4M | 1.16% | 10 |
|
Other funds holding UNH
VCM
VPM
