Coppell Advisory Solutions’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
1,686
-3,247
| -66% | -$1M | 0.06% | 233 |
|
|
2025
Q1 | $2.02M | Buy |
4,933
+3,081
| +166% | +$1.26M | 0.28% | 77 |
|
|
2024
Q4 | $944K | Sell |
1,852
-33,275
| -95% | -$17M | 0.13% | 126 |
|
|
2024
Q3 | $20.4M | Buy |
35,127
+33,739
| +2,431% | +$19.6M | 3.01% | 7 |
|
|
2024
Q2 | $707K | Buy |
+1,388
| New | +$707K | 0.12% | 129 |
|
|
2023
Q4 | $858K | Buy |
1,630
+893
| +121% | +$470K | 0.17% | 120 |
|
|
2023
Q3 | $391K | Buy |
737
+24
| +3% | +$12.7K | 0.13% | 121 |
|
|
2023
Q2 | $340K | Sell |
713
-75
| -10% | -$35.7K | 0.1% | 143 |
|
|
2023
Q1 | $370K | Buy |
788
+51
| +7% | +$24K | 0.12% | 140 |
|
|
2022
Q4 | $391K | Buy |
+737
| New | +$391K | 0.13% | 123 |
|
|
2020
Q4 | $200K | Buy |
+571
| New | +$200K | 0.1% | 151 |
|