CMP
Coston McIsaac & Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Sell |
153
-17
| -10% | -$5.22K | 0.01% | 308 |
|
|
2025
Q1 | $89K | Hold |
170
| – | – | 0.03% | 206 |
|
|
2024
Q4 | $86K | Hold |
170
| – | – | 0.03% | 207 |
|
|
2024
Q3 | $99 | Hold |
170
| – | – | 0.03% | 188 |
|
|
2024
Q2 | $86K | Buy |
170
+1
| +0.6% | +$506 | 0.03% | 194 |
|
|
2024
Q1 | $84K | Hold |
169
| – | – | 0.03% | 198 |
|
|
2023
Q4 | $89K | Hold |
169
| – | – | 0.03% | 186 |
|
|
2023
Q3 | $85K | Buy |
169
+6
| +4% | +$3.02K | 0.03% | 183 |
|
|
2023
Q2 | $78K | Hold |
163
| – | – | 0.03% | 207 |
|
|
2023
Q1 | $77K | Sell |
163
-10
| -6% | -$4.72K | 0.03% | 204 |
|
|
2022
Q4 | $92 | Hold |
173
| – | – | 0.04% | 181 |
|
|
2022
Q3 | $87K | Sell |
173
-1
| -0.6% | -$503 | 0.04% | 158 |
|
|
2022
Q2 | $89K | Buy |
+174
| New | +$89K | 0.05% | 99 |
|