Copperleaf Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $369K | Sell |
|
|||||
|
2025
Q1 | $671K | Sell |
|
|||||
|
2024
Q4 | $1.07M | Buy |
|
|||||
|
2024
Q3 | $855K | Sell |
|
|||||
|
2024
Q2 | $751K | Sell |
|
|||||
|
2024
Q1 | $743K | Buy |
|
|||||
|
2023
Q4 | $740K | Sell |
|
|||||
|
2023
Q3 | $730K | Sell |
|
|||||
|
2023
Q2 | $793K | Sell |
|
|||||
|
2023
Q1 | $1.05M | Buy |
|
|||||
|
2022
Q4 | $1.17M | Sell |
|
|||||
|
2022
Q3 | $1.62M | Buy |
|
|||||
|
2022
Q2 | $1.53M | Buy |
|
|||||
|
2022
Q1 | $1.5M | Buy |
|
|||||
|
2021
Q4 | $1.44M | Sell |
|
|||||
|
2021
Q3 | $1.2M | Buy |
|
|||||
|
2021
Q2 | $1.21M | Sell |
|
|||||
|
2021
Q1 | $1.14M | Buy |
|
|||||
|
2020
Q4 | $981K | Sell |
|
|||||
|
2020
Q3 | $936K | Sell |
|
|||||
|
2020
Q2 | $889K | Sell |
|
|||||
|
2020
Q1 | $765K | Sell |
|
|||||
|
2019
Q4 | $991K | Buy |
|