Cooper/Haims Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
908
+140
| +18% | +$43.7K | 0.14% | 65 |
|
|
2025
Q1 | $402K | Sell |
768
-52
| -6% | -$27.2K | 0.22% | 46 |
|
|
2024
Q4 | $415K | Sell |
820
-40
| -5% | -$20.2K | 0.24% | 44 |
|
|
2024
Q3 | $503K | Sell |
860
-12
| -1% | -$7.02K | 0.28% | 41 |
|
|
2024
Q2 | $444K | Sell |
872
-14
| -2% | -$7.13K | 0.25% | 42 |
|
|
2024
Q1 | $438K | Sell |
886
-38
| -4% | -$18.8K | 0.25% | 44 |
|
|
2023
Q4 | $486K | Hold |
924
| – | – | 0.28% | 36 |
|
|
2023
Q3 | $466K | Buy |
924
+1
| +0.1% | +$504 | 0.36% | 34 |
|
|
2023
Q2 | $444K | Buy |
923
+75
| +9% | +$36.1K | 0.34% | 38 |
|
|
2023
Q1 | $401K | Sell |
848
-120
| -12% | -$56.7K | 0.32% | 38 |
|
|
2022
Q4 | $513K | Sell |
968
-63
| -6% | -$33.4K | 0.36% | 33 |
|
|
2022
Q3 | $521K | Hold |
1,031
| – | – | 0.43% | 32 |
|
|
2022
Q2 | $530K | Buy |
1,031
+66
| +7% | +$33.9K | 0.35% | 33 |
|
|
2022
Q1 | $492K | Buy |
965
+447
| +86% | +$228K | 0.32% | 38 |
|
|
2021
Q4 | $260K | Buy |
+518
| New | +$260K | 0.16% | 64 |
|