Consolidated Planning Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
840
-525
| -38% | -$164K | 0.03% | 167 |
|
|
2025
Q1 | $715K | Sell |
1,365
-594
| -30% | -$311K | 0.1% | 128 |
|
|
2024
Q4 | $991K | Sell |
1,959
-29
| -1% | -$14.7K | 0.13% | 100 |
|
|
2024
Q3 | $1.16M | Sell |
1,988
-185
| -9% | -$108K | 0.17% | 85 |
|
|
2024
Q2 | $1.11M | Buy |
2,173
+11
| +0.5% | +$5.6K | 0.18% | 87 |
|
|
2024
Q1 | $1.07M | Sell |
2,162
-12,917
| -86% | -$6.39M | 0.18% | 85 |
|
|
2023
Q4 | $7.94M | Buy |
15,079
+107
| +0.7% | +$56.3K | 1.48% | 19 |
|
|
2023
Q3 | $7.55M | Sell |
14,972
-3,672
| -20% | -$1.85M | 1.67% | 13 |
|
|
2023
Q2 | $8.96M | Buy |
18,644
+607
| +3% | +$292K | 1.89% | 9 |
|
|
2023
Q1 | $8.52M | Buy |
18,037
+762
| +4% | +$360K | 2.21% | 8 |
|
|
2022
Q4 | $9.16M | Buy |
17,275
+367
| +2% | +$195K | 2.53% | 7 |
|
|
2022
Q3 | $8.54M | Sell |
16,908
-165
| -1% | -$83.3K | 2.66% | 7 |
|
|
2022
Q2 | $8.77M | Buy |
17,073
+15,556
| +1,025% | +$7.99M | 2.74% | 6 |
|
|
2022
Q1 | $774K | Sell |
1,517
-22
| -1% | -$11.2K | 0.54% | 22 |
|
|
2021
Q4 | $773K | Hold |
1,539
| – | – | 0.5% | 23 |
|
|
2021
Q3 | $601K | Buy |
1,539
+5
| +0.3% | +$1.95K | 0.39% | 27 |
|
|
2021
Q2 | $614K | Sell |
1,534
-13
| -0.8% | -$5.2K | 0.45% | 25 |
|
|
2021
Q1 | $575K | Hold |
1,547
| – | – | 0.37% | 28 |
|
|
2020
Q4 | $542K | Buy |
1,547
+96
| +7% | +$33.6K | 0.35% | 30 |
|
|
2020
Q3 | $452K | Buy |
1,451
+23
| +2% | +$7.17K | 0.34% | 28 |
|
|
2020
Q2 | $421K | Sell |
1,428
-26
| -2% | -$7.67K | 0.41% | 26 |
|
|
2020
Q1 | $363K | Buy |
1,454
+4
| +0.3% | +$999 | 0.46% | 27 |
|
|
2019
Q4 | $426K | Buy |
+1,450
| New | +$426K | 0.42% | 22 |
|