Cornerstone Capital’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 |
-1,092
| Closed | -$572K | – | 103 |
|
|
2025
Q1 | $572K | Hold |
1,092
| – | – | 0.06% | 70 |
|
|
2024
Q4 | $552K | Hold |
1,092
| – | – | 0.06% | 76 |
|
|
2024
Q3 | $638K | Buy |
1,092
+42
| +4% | +$24.6K | 0.06% | 77 |
|
|
2024
Q2 | $535K | Buy |
1,050
+330
| +46% | +$168K | 0.05% | 74 |
|
|
2024
Q1 | $356K | Sell |
720
-215
| -23% | -$106K | 0.04% | 79 |
|
|
2023
Q4 | $492K | Hold |
935
| – | – | 0.05% | 77 |
|
|
2023
Q3 | $471K | Hold |
935
| – | – | 0.06% | 72 |
|
|
2023
Q2 | $449K | Buy |
+935
| New | +$449K | 0.05% | 74 |
|