Cora Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-429
| Closed | -$225K | – | 116 |
|
|
2025
Q1 | $225K | Sell |
429
-3
| -0.7% | -$1.57K | 0.11% | 93 |
|
|
2024
Q4 | $219K | Sell |
432
-1
| -0.2% | -$506 | 0.11% | 94 |
|
|
2024
Q3 | $253K | Hold |
433
| – | – | 0.12% | 84 |
|
|
2024
Q2 | $221K | Sell |
433
-12
| -3% | -$6.11K | 0.11% | 88 |
|
|
2024
Q1 | $220K | Sell |
445
-17
| -4% | -$8.41K | 0.12% | 85 |
|
|
2023
Q4 | $243K | Sell |
462
-43
| -9% | -$22.6K | 0.14% | 79 |
|
|
2023
Q3 | $255K | Sell |
505
-4
| -0.8% | -$2.02K | 0.17% | 78 |
|
|
2023
Q2 | $245K | Hold |
509
| – | – | 0.16% | 78 |
|
|
2023
Q1 | $241K | Buy |
509
+11
| +2% | +$5.2K | 0.18% | 75 |
|
|
2022
Q4 | $264K | Buy |
+498
| New | +$264K | 0.18% | 63 |
|