Copperwynd Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $707K | Buy |
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|
2023
Q4 | $623K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $576K | Sell |
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|
2023
Q1 | $941K | Buy |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $970K | Buy |
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|
2021
Q1 | $870K | Buy |
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|
2020
Q4 | $786K | Buy |
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|
2020
Q3 | $632K | Buy |
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|
2020
Q2 | $415K | Sell |
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|
2020
Q1 | $365K | Buy |
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|
2019
Q4 | $414K | Hold |
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|
2019
Q3 | $361K | Sell |
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|
2019
Q2 | $353K | Hold |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $368K | Sell |
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|
2018
Q3 | $1.61M | Buy |
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|
2018
Q2 | $807K | Buy |
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|
2018
Q1 | $377K | Sell |
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|
2017
Q4 | $390K | Buy |
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