Congress Park Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Buy |
3,100
+1,850
| +148% | +$577K | 0.32% | 59 |
|
|
2025
Q1 | $655K | Buy |
1,250
+165
| +15% | +$86.4K | 0.25% | 69 |
|
|
2024
Q4 | $549K | Buy |
1,085
+35
| +3% | +$17.7K | 0.2% | 80 |
|
|
2024
Q3 | $614K | Sell |
1,050
-303
| -22% | -$177K | 0.23% | 77 |
|
|
2024
Q2 | $689K | Buy |
1,353
+28
| +2% | +$14.3K | 0.28% | 66 |
|
|
2024
Q1 | $655K | Hold |
1,325
| – | – | 0.29% | 66 |
|
|
2023
Q4 | $698K | Sell |
1,325
-75
| -5% | -$39.5K | 0.34% | 63 |
|
|
2023
Q3 | $706K | Sell |
1,400
-30
| -2% | -$15.1K | 0.37% | 60 |
|
|
2023
Q2 | $687K | Buy |
1,430
+160
| +13% | +$76.9K | 0.34% | 63 |
|
|
2023
Q1 | $600K | Buy |
1,270
+795
| +167% | +$376K | 0.31% | 69 |
|
|
2022
Q4 | $252K | Sell |
475
-45
| -9% | -$23.9K | 0.15% | 111 |
|
|
2022
Q3 | $263K | Sell |
520
-112
| -18% | -$56.6K | 0.15% | 100 |
|
|
2022
Q2 | $325K | Buy |
632
+25
| +4% | +$12.9K | 0.2% | 95 |
|
|
2022
Q1 | $310K | Hold |
607
| – | – | 0.16% | 110 |
|
|
2021
Q4 | $305K | Hold |
607
| – | – | 0.15% | 105 |
|
|
2021
Q3 | $237K | Hold |
607
| – | – | 0.12% | 119 |
|
|
2021
Q2 | $243K | Sell |
607
-10
| -2% | -$4K | 0.12% | 117 |
|
|
2021
Q1 | $230K | Sell |
617
-100
| -14% | -$37.3K | 0.13% | 115 |
|
|
2020
Q4 | $251K | Sell |
717
-106
| -13% | -$37.1K | 0.15% | 98 |
|
|
2020
Q3 | $256K | Sell |
823
-906
| -52% | -$282K | 0.16% | 82 |
|
|
2020
Q2 | $510K | Sell |
1,729
-1,920
| -53% | -$566K | 0.39% | 53 |
|
|
2020
Q1 | $910K | Buy |
+3,649
| New | +$910K | 0.82% | 31 |
|