Copperwynd Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
2,680
+410
| +18% | +$128K | 0.21% | 91 |
|
|
2025
Q1 | $1.19M | Buy |
2,270
+139
| +7% | +$72.8K | 0.33% | 57 |
|
|
2024
Q4 | $1.08M | Buy |
2,131
+111
| +5% | +$56.1K | 0.3% | 56 |
|
|
2024
Q3 | $1.18M | Buy |
2,020
+245
| +14% | +$143K | 0.36% | 46 |
|
|
2024
Q2 | $1.02M | Buy |
1,775
+346
| +24% | +$199K | 0.33% | 45 |
|
|
2024
Q1 | $707K | Buy |
1,429
+246
| +21% | +$122K | 0.25% | 81 |
|
|
2023
Q4 | $623K | Sell |
1,183
-2
| -0.2% | -$1.05K | 0.25% | 82 |
|
|
2023
Q3 | $597K | Sell |
1,185
-13
| -1% | -$6.56K | 0.28% | 70 |
|
|
2023
Q2 | $576K | Sell |
1,198
-793
| -40% | -$381K | 0.27% | 87 |
|
|
2023
Q1 | $941K | Buy |
1,991
+37
| +2% | +$17.5K | 0.48% | 44 |
|
|
2022
Q4 | $1.04M | Sell |
1,954
-171
| -8% | -$90.7K | 0.58% | 43 |
|
|
2022
Q3 | $1.07M | Sell |
2,125
-73
| -3% | -$36.9K | 0.62% | 36 |
|
|
2022
Q2 | $1.13M | Sell |
2,198
-164
| -7% | -$84.2K | 0.66% | 34 |
|
|
2022
Q1 | $1.21M | Sell |
2,362
-378
| -14% | -$193K | 0.5% | 38 |
|
|
2021
Q4 | $1.38M | Buy |
2,740
+141
| +5% | +$70.8K | 0.52% | 30 |
|
|
2021
Q3 | $1.02M | Buy |
2,599
+177
| +7% | +$69.2K | 0.42% | 36 |
|
|
2021
Q2 | $970K | Buy |
2,422
+85
| +4% | +$34K | 0.41% | 36 |
|
|
2021
Q1 | $870K | Buy |
2,337
+96
| +4% | +$35.7K | 0.39% | 35 |
|
|
2020
Q4 | $786K | Buy |
2,241
+213
| +11% | +$74.7K | 0.38% | 39 |
|
|
2020
Q3 | $632K | Buy |
2,028
+621
| +44% | +$194K | 0.34% | 40 |
|
|
2020
Q2 | $415K | Sell |
1,407
-55
| -4% | -$16.2K | 0.24% | 70 |
|
|
2020
Q1 | $365K | Buy |
1,462
+55
| +4% | +$13.7K | 0.17% | 60 |
|
|
2019
Q4 | $414K | Hold |
1,407
| – | – | 0.22% | 90 |
|
|
2019
Q3 | $361K | Sell |
1,407
-41
| -3% | -$10.5K | 0.21% | 92 |
|
|
2019
Q2 | $353K | Hold |
1,448
| – | – | 0.2% | 88 |
|
|
2019
Q1 | $358K | Sell |
1,448
-29
| -2% | -$7.17K | 0.21% | 88 |
|
|
2018
Q4 | $368K | Sell |
1,477
-4,577
| -76% | -$1.14M | 0.23% | 56 |
|
|
2018
Q3 | $1.61M | Buy |
6,054
+2,763
| +84% | +$735K | 0.98% | 22 |
|
|
2018
Q2 | $807K | Buy |
3,291
+1,528
| +87% | +$375K | 0.57% | 19 |
|
|
2018
Q1 | $377K | Sell |
1,763
-4
| -0.2% | -$855 | 0.26% | 62 |
|
|
2017
Q4 | $390K | Buy |
+1,767
| New | +$390K | 0.28% | 58 |
|