Cornerstone Planning Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
405
-94
| -19% | -$23.6K | 0.02% | 140 |
|
|
2025
Q1 | $214K | Buy |
499
+203
| +69% | +$86.9K | 0.05% | 84 |
|
|
2024
Q4 | $161K | Sell |
296
-12
| -4% | -$6.52K | 0.04% | 84 |
|
|
2024
Q3 | $173K | Sell |
308
-5
| -2% | -$2.82K | 0.05% | 77 |
|
|
2024
Q2 | $178K | Sell |
313
-69
| -18% | -$39.2K | 0.05% | 82 |
|
|
2024
Q1 | $188K | Sell |
382
-51
| -12% | -$25.1K | 0.06% | 78 |
|
|
2023
Q4 | $228K | Buy |
433
+3
| +0.7% | +$1.58K | 0.08% | 77 |
|
|
2023
Q3 | $217K | Sell |
430
-21
| -5% | -$10.6K | 0.08% | 77 |
|
|
2023
Q2 | $217K | Buy |
+451
| New | +$217K | 0.09% | 89 |
|
|
2022
Q4 | $219K | Buy |
+453
| New | +$219K | 0.09% | 91 |
|