Cooper Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
4,189
-682
| -14% | -$213K | 0.15% | 116 |
|
|
2025
Q1 | $2.55M | Buy |
4,871
+628
| +15% | +$329K | 0.34% | 58 |
|
|
2024
Q4 | $2.15M | Sell |
4,243
-29
| -0.7% | -$14.7K | 0.26% | 67 |
|
|
2024
Q3 | $2.5M | Buy |
4,272
+1,541
| +56% | +$901K | 0.32% | 61 |
|
|
2024
Q2 | $1.39M | Buy |
2,731
+492
| +22% | +$251K | 0.2% | 91 |
|
|
2024
Q1 | $1.11M | Buy |
2,239
+165
| +8% | +$81.6K | 0.18% | 109 |
|
|
2023
Q4 | $1.09M | Buy |
2,074
+32
| +2% | +$16.8K | 0.2% | 100 |
|
|
2023
Q3 | $1.03M | Buy |
2,042
+125
| +7% | +$63K | 0.25% | 99 |
|
|
2023
Q2 | $921K | Buy |
1,917
+382
| +25% | +$184K | 0.23% | 105 |
|
|
2023
Q1 | $726K | Sell |
1,535
-102
| -6% | -$48.2K | 0.2% | 128 |
|
|
2022
Q4 | $868K | Buy |
1,637
+125
| +8% | +$66.3K | 0.27% | 92 |
|
|
2022
Q3 | $764K | Buy |
1,512
+66
| +5% | +$33.3K | 0.27% | 92 |
|
|
2022
Q2 | $743K | Buy |
1,446
+414
| +40% | +$213K | 0.27% | 94 |
|
|
2022
Q1 | $526K | Buy |
+1,032
| New | +$526K | 0.2% | 108 |
|
|
2021
Q4 | – | Sell |
-562
| Closed | -$220K | – | 271 |
|
|
2021
Q3 | $220K | Sell |
562
-12
| -2% | -$4.7K | 0.05% | 231 |
|
|
2021
Q2 | $230K | Sell |
574
-47
| -8% | -$18.8K | 0.05% | 226 |
|
|
2021
Q1 | $231K | Sell |
621
-858
| -58% | -$319K | 0.05% | 216 |
|
|
2020
Q4 | $519K | Buy |
1,479
+770
| +109% | +$270K | 0.11% | 149 |
|
|
2020
Q3 | $221K | Sell |
709
-20
| -3% | -$6.23K | 0.06% | 185 |
|
|
2020
Q2 | $215K | Buy |
+729
| New | +$215K | 0.07% | 173 |
|