Cornerstone Wealth 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 | $736K | Hold |
2,360
| – | – | 0.19% | 29 |
|
|
2025
Q1 | $1.24M | Hold |
2,360
| – | – | 0.34% | 25 |
|
|
2024
Q4 | $1.19M | Sell |
2,360
-58
| -2% | -$29.3K | 0.33% | 27 |
|
|
2024
Q3 | $1.41M | Hold |
2,418
| – | – | 0.39% | 24 |
|
|
2024
Q2 | $1.23M | Buy |
2,418
+33
| +1% | +$16.8K | 0.37% | 25 |
|
|
2024
Q1 | $1.18M | Hold |
2,385
| – | – | 0.36% | 26 |
|
|
2023
Q4 | $1.26M | Sell |
2,385
-25
| -1% | -$13.2K | 0.41% | 24 |
|
|
2023
Q3 | $1.22M | Buy |
2,410
+62
| +3% | +$31.3K | 0.43% | 25 |
|
|
2023
Q2 | $1.13M | Hold |
2,348
| – | – | 0.39% | 27 |
|
|
2023
Q1 | $1.11M | Sell |
2,348
-6
| -0.3% | -$2.84K | 0.4% | 25 |
|
|
2022
Q4 | $1.25M | Buy |
+2,354
| New | +$1.25M | 0.48% | 23 |
|