Cornerstone Wealth Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.2M | Sell |
3,473
-177
| -5% | -$52.7K | 0.08% | 153 |
|
|
2025
Q4 | $1.2M | Sell |
3,650
-92
| -2% | -$31.2K | 0.08% | 139 |
|
|
2025
Q3 | $1.29M | Buy |
3,742
+1,401
| +60% | +$424K | 0.09% | 130 |
|
|
2025
Q2 | $730K | Sell |
2,341
-12,194
| -84% | -$4.66M | 0.05% | 154 |
|
|
2025
Q1 | $7.61M | Buy |
14,535
+2,305
| +19% | +$1.18M | 0.63% | 46 |
|
|
2024
Q4 | $6.19M | Buy |
12,230
+190
| +2% | +$108K | 0.51% | 49 |
|
|
2024
Q3 | $7.04M | Buy |
12,040
+209
| +2% | +$118K | 0.58% | 43 |
|
|
2024
Q2 | $6.03M | Buy |
11,831
+867
| +8% | +$425K | 0.54% | 49 |
|
|
2024
Q1 | $5.42M | Buy |
10,964
+1,712
| +19% | +$870K | 0.5% | 51 |
|
|
2023
Q4 | $4.87M | Buy |
9,252
+55
| +0.6% | +$29.3K | 0.7% | 38 |
|
|
2023
Q3 | $4.64M | Sell |
9,197
-1,758
| -16% | -$865K | 0.82% | 33 |
|
|
2023
Q2 | $5.27M | Buy |
10,955
+4,902
| +81% | +$2.4M | 0.95% | 33 |
|
|
2023
Q1 | $2.86M | Sell |
6,053
-4,005
| -40% | -$1.93M | 0.51% | 72 |
|
|
2022
Q4 | $5.33M | Sell |
10,058
-198
| -2% | -$105K | 1.01% | 30 |
|
|
2022
Q3 | $5.18M | Sell |
10,256
-1,119
| -10% | -$588K | 1.14% | 25 |
|
|
2022
Q2 | $5.84M | Buy |
11,375
+651
| +6% | +$327K | 1.22% | 24 |
|
|
2022
Q1 | $5.47M | Buy |
10,724
+2,966
| +38% | +$1.43M | 1% | 24 |
|
|
2021
Q4 | $3.9M | Buy |
7,758
+6,886
| +790% | +$3.12M | 0.67% | 50 |
|
|
2021
Q3 | $341K | Buy |
872
+318
| +57% | +$132K | 0.06% | 128 |
|
|
2021
Q2 | $227K | Buy |
554
+23
| +4% | +$9.17K | 0.05% | 137 |
|
|
2021
Q1 | $212K | Buy |
+531
| New | +$184K | 0.04% | 145 |
|
|
2019
Q3 | – | Sell |
-1,771
| Closed | -$432K | – | 160 |
|
|
2019
Q2 | $432K | Buy |
+1,771
| New | +$426K | 0.12% | 121 |
|
Other funds holding UNH
VCM
VPM
