Copperleaf Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
1,182
-99
| -8% | -$30.9K | 0.19% | 84 |
|
|
2025
Q1 | $671K | Sell |
1,281
-833
| -39% | -$436K | 0.4% | 68 |
|
|
2024
Q4 | $1.07M | Buy |
2,114
+652
| +45% | +$330K | 0.68% | 39 |
|
|
2024
Q3 | $855K | Sell |
1,462
-13
| -0.9% | -$7.6K | 0.65% | 51 |
|
|
2024
Q2 | $751K | Sell |
1,475
-27
| -2% | -$13.8K | 0.6% | 52 |
|
|
2024
Q1 | $743K | Buy |
1,502
+97
| +7% | +$48K | 0.64% | 48 |
|
|
2023
Q4 | $740K | Sell |
1,405
-43
| -3% | -$22.6K | 0.75% | 44 |
|
|
2023
Q3 | $730K | Sell |
1,448
-202
| -12% | -$102K | 0.79% | 40 |
|
|
2023
Q2 | $793K | Sell |
1,650
-576
| -26% | -$277K | 0.74% | 37 |
|
|
2023
Q1 | $1.05M | Buy |
2,226
+23
| +1% | +$10.9K | 1.05% | 32 |
|
|
2022
Q4 | $1.17M | Sell |
2,203
-1,001
| -31% | -$531K | 1.34% | 21 |
|
|
2022
Q3 | $1.62M | Buy |
3,204
+223
| +7% | +$113K | 1.75% | 16 |
|
|
2022
Q2 | $1.53M | Buy |
2,981
+45
| +2% | +$23.1K | 1.55% | 22 |
|
|
2022
Q1 | $1.5M | Buy |
2,936
+64
| +2% | +$32.6K | 1.33% | 25 |
|
|
2021
Q4 | $1.44M | Sell |
2,872
-205
| -7% | -$103K | 1.25% | 27 |
|
|
2021
Q3 | $1.2M | Buy |
3,077
+54
| +2% | +$21.1K | 1.16% | 30 |
|
|
2021
Q2 | $1.21M | Sell |
3,023
-29
| -1% | -$11.6K | 1.18% | 28 |
|
|
2021
Q1 | $1.14M | Buy |
3,052
+253
| +9% | +$94.1K | 1.21% | 27 |
|
|
2020
Q4 | $981K | Sell |
2,799
-204
| -7% | -$71.5K | 0.84% | 36 |
|
|
2020
Q3 | $936K | Sell |
3,003
-10
| -0.3% | -$3.12K | 0.9% | 37 |
|
|
2020
Q2 | $889K | Sell |
3,013
-53
| -2% | -$15.6K | 0.92% | 35 |
|
|
2020
Q1 | $765K | Sell |
3,066
-305
| -9% | -$76.1K | 0.92% | 33 |
|
|
2019
Q4 | $991K | Buy |
+3,371
| New | +$991K | 1% | 29 |
|