CoreCap 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 | $654K | Buy |
2,095
+256
| +14% | +$79.9K | 0.03% | 444 |
|
|
2025
Q1 | $963K | Sell |
1,839
-1,714
| -48% | -$898K | 0.04% | 338 |
|
|
2024
Q4 | $1.8M | Buy |
3,553
+1,991
| +127% | +$1.01M | 0.08% | 229 |
|
|
2024
Q3 | $913K | Sell |
1,562
-4,077
| -72% | -$2.38M | 0.04% | 336 |
|
|
2024
Q2 | $2.87M | Buy |
5,639
+642
| +13% | +$327K | 0.3% | 69 |
|
|
2024
Q1 | $2.47M | Sell |
4,997
-754
| -13% | -$373K | 0.13% | 156 |
|
|
2023
Q4 | $3.03M | Buy |
5,751
+4,519
| +367% | +$2.38M | 0.2% | 105 |
|
|
2023
Q3 | $621K | Sell |
1,232
-68
| -5% | -$34.3K | 0.04% | 291 |
|
|
2023
Q2 | $625K | Buy |
+1,300
| New | +$625K | 0.04% | 306 |
|
|
2022
Q4 | $2.22M | Sell |
4,179
-762
| -15% | -$404K | 0.16% | 115 |
|
|
2022
Q3 | $2.5M | Buy |
4,941
+724
| +17% | +$366K | 0.21% | 84 |
|
|
2022
Q2 | $2.17M | Buy |
4,217
+19
| +0.5% | +$9.76K | 0.17% | 101 |
|
|
2022
Q1 | $2.14M | Buy |
4,198
+2,372
| +130% | +$1.21M | 0.15% | 113 |
|
|
2021
Q4 | $917K | Buy |
+1,826
| New | +$917K | 0.06% | 251 |
|