Cordatus Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
4,907
-5,799
| -54% | -$1.81M | 0.38% | 70 |
|
|
2025
Q1 | $5.61M | Buy |
10,706
+471
| +5% | +$247K | 1.54% | 14 |
|
|
2024
Q4 | $5.18M | Buy |
10,235
+204
| +2% | +$103K | 1.37% | 17 |
|
|
2024
Q3 | $5.87M | Buy |
10,031
+46
| +0.5% | +$26.9K | 2.11% | 10 |
|
|
2024
Q2 | $5.09M | Buy |
9,985
+49
| +0.5% | +$25K | 1.91% | 10 |
|
|
2024
Q1 | $4.92M | Buy |
9,936
+1,978
| +25% | +$978K | 3.56% | 8 |
|
|
2023
Q4 | $4.19M | Sell |
7,958
-120
| -1% | -$63.2K | 3.47% | 8 |
|
|
2023
Q3 | $4.07M | Sell |
8,078
-187
| -2% | -$94.3K | 3.72% | 6 |
|
|
2023
Q2 | $3.97M | Buy |
8,265
+3,814
| +86% | +$1.83M | 1.49% | 15 |
|
|
2023
Q1 | $2.1M | Sell |
4,451
-2
| -0% | -$945 | 2.68% | 14 |
|
|
2022
Q4 | $2.36M | Buy |
+4,453
| New | +$2.36M | 3.46% | 7 |
|
|
2022
Q3 | – | Sell |
-4,417
| Closed | -$2.27M | – | 136 |
|
|
2022
Q2 | $2.27M | Buy |
4,417
+761
| +21% | +$391K | 1.06% | 30 |
|
|
2022
Q1 | $1.86M | Buy |
3,656
+78
| +2% | +$39.8K | 0.66% | 57 |
|
|
2021
Q4 | $1.8M | Buy |
3,578
+293
| +9% | +$147K | 0.53% | 72 |
|
|
2021
Q3 | $1.28M | Buy |
+3,285
| New | +$1.28M | 0.99% | 40 |
|
|
2021
Q1 | $1.09M | Buy |
2,925
+345
| +13% | +$128K | 0.42% | 96 |
|
|
2020
Q4 | $905K | Buy |
2,580
+102
| +4% | +$35.8K | 0.38% | 95 |
|
|
2020
Q3 | $773K | Buy |
2,478
+209
| +9% | +$65.2K | 0.37% | 92 |
|
|
2020
Q2 | $669K | Buy |
2,269
+22
| +1% | +$6.49K | 0.37% | 88 |
|
|
2020
Q1 | $560K | Buy |
+2,247
| New | +$560K | 0.4% | 73 |
|