Continuum Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,113
+518
| +14% | +$162K | 0.15% | 137 |
|
|
2025
Q1 | $1.88M | Hold |
3,595
| – | – | 0.24% | 91 |
|
|
2024
Q4 | $1.82M | Sell |
3,595
-23
| -0.6% | -$11.6K | 0.23% | 98 |
|
|
2024
Q3 | $2.15M | Buy |
3,618
+208
| +6% | +$123K | 0.27% | 88 |
|
|
2024
Q2 | $1.74M | Buy |
3,410
+19
| +0.6% | +$9.68K | 0.25% | 93 |
|
|
2024
Q1 | $1.72M | Sell |
3,391
-940
| -22% | -$477K | 0.26% | 93 |
|
|
2023
Q4 | $2.28M | Sell |
4,331
-273
| -6% | -$144K | 0.32% | 73 |
|
|
2023
Q3 | $2.32M | Sell |
4,604
-41
| -0.9% | -$20.7K | 0.37% | 63 |
|
|
2023
Q2 | $2.23M | Sell |
4,645
-33
| -0.7% | -$15.9K | 0.36% | 68 |
|
|
2023
Q1 | $2.21M | Sell |
4,678
-181
| -4% | -$85.5K | 0.38% | 69 |
|
|
2022
Q4 | $2.58M | Sell |
4,859
-744
| -13% | -$394K | 0.46% | 51 |
|
|
2022
Q3 | $2.83M | Sell |
5,603
-301
| -5% | -$152K | 0.5% | 44 |
|
|
2022
Q2 | $3.03M | Buy |
5,904
+612
| +12% | +$314K | 0.55% | 39 |
|
|
2022
Q1 | $2.69M | Buy |
5,292
+2,155
| +69% | +$1.1M | 0.51% | 42 |
|
|
2021
Q4 | $1.58M | Buy |
3,137
+2
| +0.1% | +$1K | 0.35% | 72 |
|
|
2021
Q3 | $1.23M | Buy |
3,135
+51
| +2% | +$19.9K | 0.33% | 79 |
|
|
2021
Q2 | $1.24M | Buy |
3,084
+2,160
| +234% | +$865K | 0.38% | 67 |
|
|
2021
Q1 | $360K | Buy |
924
+187
| +25% | +$72.9K | 0.15% | 123 |
|
|
2020
Q4 | $258K | Buy |
+737
| New | +$258K | 0.12% | 134 |
|
|
2020
Q1 | – | Sell |
-733
| Closed | -$215K | – | 157 |
|
|
2019
Q4 | $215K | Buy |
+733
| New | +$215K | 0.13% | 126 |
|
|
2018
Q1 | – | Sell |
-1,905
| Closed | -$420K | – | 174 |
|
|
2017
Q4 | $420K | Buy |
1,905
+365
| +24% | +$80.5K | 0.32% | 86 |
|
|
2017
Q3 | $302K | Buy |
1,540
+68
| +5% | +$13.3K | 0.26% | 105 |
|
|
2017
Q2 | $273K | Buy |
+1,472
| New | +$273K | 0.27% | 111 |
|