Cornerstone Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Sell |
2,600
-696
| -21% | -$217K | 0.09% | 109 |
|
|
2025
Q1 | $1.3M | Buy |
3,296
+98
| +3% | +$38.7K | 0.15% | 78 |
|
|
2024
Q4 | $1.67M | Sell |
3,198
-9
| -0.3% | -$4.71K | 0.19% | 70 |
|
|
2024
Q3 | $1.88M | Sell |
3,207
-206
| -6% | -$120K | 0.25% | 64 |
|
|
2024
Q2 | $1.74M | Sell |
3,413
-361
| -10% | -$184K | 0.24% | 63 |
|
|
2024
Q1 | $1.87M | Buy |
3,774
+844
| +29% | +$417K | 0.27% | 62 |
|
|
2023
Q4 | $1.54M | Buy |
2,930
+132
| +5% | +$69.5K | 0.24% | 63 |
|
|
2023
Q3 | $1.41M | Buy |
2,798
+51
| +2% | +$25.7K | 0.25% | 63 |
|
|
2023
Q2 | $1.32M | Sell |
2,747
-14
| -0.5% | -$6.73K | 0.23% | 63 |
|
|
2023
Q1 | $1.3M | Buy |
2,761
+254
| +10% | +$120K | 0.24% | 67 |
|
|
2022
Q4 | $1.33M | Sell |
2,507
-8
| -0.3% | -$4.24K | 0.26% | 59 |
|
|
2022
Q3 | $1.27M | Sell |
2,515
-163
| -6% | -$82.4K | 0.28% | 56 |
|
|
2022
Q2 | $1.38M | Sell |
2,678
-800
| -23% | -$411K | 0.31% | 52 |
|
|
2022
Q1 | $1.77M | Buy |
3,478
+765
| +28% | +$390K | 0.27% | 60 |
|
|
2021
Q4 | $1.36M | Buy |
2,713
+48
| +2% | +$24.1K | 0.2% | 85 |
|
|
2021
Q3 | $1.04M | Hold |
2,665
| – | – | 0.17% | 94 |
|
|
2021
Q2 | $1.07M | Buy |
2,665
+200
| +8% | +$80.1K | 0.18% | 92 |
|
|
2021
Q1 | $917K | Sell |
2,465
-200
| -8% | -$74.4K | 0.17% | 103 |
|
|
2020
Q4 | $935K | Buy |
2,665
+273
| +11% | +$95.8K | 0.19% | 97 |
|
|
2020
Q3 | $746K | Sell |
2,392
-104
| -4% | -$32.4K | 0.17% | 103 |
|
|
2020
Q2 | $736K | Buy |
2,496
+1,177
| +89% | +$347K | 0.19% | 90 |
|
|
2020
Q1 | $329K | Hold |
1,319
| – | – | 0.1% | 115 |
|
|
2019
Q4 | $388K | Buy |
1,319
+137
| +12% | +$40.3K | 0.08% | 127 |
|
|
2019
Q3 | $257K | Sell |
1,182
-538
| -31% | -$117K | 0.06% | 140 |
|
|
2019
Q2 | $420K | Buy |
1,720
+10
| +0.6% | +$2.44K | 0.09% | 112 |
|
|
2019
Q1 | $423K | Buy |
1,710
+786
| +85% | +$194K | 0.09% | 111 |
|
|
2018
Q4 | $230K | Sell |
924
-686
| -43% | -$171K | 0.06% | 134 |
|
|
2018
Q3 | $428K | Sell |
1,610
-79
| -5% | -$21K | 0.13% | 104 |
|
|
2018
Q2 | $414K | Hold |
1,689
| – | – | 0.14% | 102 |
|
|
2018
Q1 | $361K | Buy |
1,689
+377
| +29% | +$80.6K | 0.13% | 107 |
|
|
2017
Q4 | $289K | Hold |
1,312
| – | – | 0.1% | 121 |
|
|
2017
Q3 | $257K | Sell |
1,312
-63
| -5% | -$12.3K | 0.09% | 128 |
|
|
2017
Q2 | $255K | Buy |
1,375
+66
| +5% | +$12.2K | 0.09% | 125 |
|
|
2017
Q1 | $215K | Sell |
1,309
-728
| -36% | -$120K | 0.11% | 110 |
|
|
2016
Q4 | $326K | Buy |
+2,037
| New | +$326K | 0.24% | 63 |
|