Cornerstone Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
2,055
+166
| +9% | +$51.8K | 0.04% | 338 |
|
|
2025
Q1 | $989K | Buy |
1,889
+55
| +3% | +$28.8K | 0.07% | 243 |
|
|
2024
Q4 | $928K | Sell |
1,834
-130
| -7% | -$65.8K | 0.06% | 245 |
|
|
2024
Q3 | $1.15M | Hold |
1,964
| – | – | 0.08% | 198 |
|
|
2024
Q2 | $1M | Buy |
1,964
+98
| +5% | +$49.9K | 0.08% | 203 |
|
|
2024
Q1 | $923K | Buy |
1,866
+10
| +0.5% | +$4.95K | 0.07% | 214 |
|
|
2023
Q4 | $977K | Sell |
1,856
-1,220
| -40% | -$642K | 0.08% | 201 |
|
|
2023
Q3 | $1.55M | Buy |
3,076
+1,288
| +72% | +$649K | 0.15% | 141 |
|
|
2023
Q2 | $859K | Buy |
1,788
+214
| +14% | +$103K | 0.08% | 204 |
|
|
2023
Q1 | $744K | Buy |
+1,574
| New | +$744K | 0.07% | 220 |
|
|
2022
Q3 | $842K | Buy |
1,667
+78
| +5% | +$39.4K | 0.09% | 184 |
|
|
2022
Q2 | $816K | Buy |
1,589
+45
| +3% | +$23.1K | 0.09% | 184 |
|
|
2022
Q1 | $787K | Sell |
1,544
-787
| -34% | -$401K | 0.08% | 208 |
|
|
2021
Q4 | $1.2M | Buy |
2,331
+996
| +75% | +$511K | 0.11% | 163 |
|
|
2021
Q3 | $522K | Buy |
1,335
+111
| +9% | +$43.4K | 0.06% | 265 |
|
|
2021
Q2 | $490K | Sell |
1,224
-30
| -2% | -$12K | 0.05% | 287 |
|
|
2021
Q1 | $467K | Buy |
1,254
+20
| +2% | +$7.45K | 0.06% | 280 |
|
|
2020
Q4 | $433K | Buy |
1,234
+92
| +8% | +$32.3K | 0.05% | 271 |
|
|
2020
Q3 | $356K | Sell |
1,142
-64
| -5% | -$20K | 0.05% | 270 |
|
|
2020
Q2 | $356K | Buy |
1,206
+1
| +0.1% | +$295 | 0.06% | 255 |
|
|
2020
Q1 | $301K | Buy |
1,205
+493
| +69% | +$123K | 0.06% | 259 |
|
|
2019
Q4 | $209K | Buy |
+712
| New | +$209K | 0.03% | 327 |
|
|
2019
Q3 | – | Sell |
-922
| Closed | -$225K | – | 364 |
|
|
2019
Q2 | $225K | Sell |
922
-890
| -49% | -$217K | 0.04% | 324 |
|
|
2019
Q1 | $834K | Buy |
1,812
+549
| +43% | +$253K | 0.1% | 205 |
|
|
2018
Q4 | $306K | Sell |
1,263
-159,079
| -99% | -$38.5M | 0.07% | 256 |
|
|
2018
Q3 | $817K | Sell |
160,342
-85,227
| -35% | -$434K | 0.01% | 762 |
|
|
2018
Q2 | $992K | Buy |
245,569
+244,581
| +24,755% | +$988K | 0.01% | 782 |
|
|
2018
Q1 | $213K | Buy |
+988
| New | +$213K | 0.04% | 350 |
|