Cottonwood Capital 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 | – | Sell |
-563
| Closed | -$295K | – | 135 |
|
|
2025
Q1 | $295K | Sell |
563
-75
| -12% | -$39.3K | 0.22% | 86 |
|
|
2024
Q4 | $323K | Sell |
638
-32
| -5% | -$16.2K | 0.23% | 90 |
|
|
2024
Q3 | $392K | Sell |
670
-18
| -3% | -$10.5K | 0.29% | 70 |
|
|
2024
Q2 | $339K | Sell |
688
-94
| -12% | -$46.3K | 0.26% | 78 |
|
|
2024
Q1 | $348K | Sell |
782
-54
| -6% | -$24.1K | 0.28% | 78 |
|
|
2023
Q4 | $440K | Buy |
836
+293
| +54% | +$154K | 0.36% | 62 |
|
|
2023
Q3 | $274K | Sell |
543
-71
| -12% | -$35.8K | 0.26% | 85 |
|
|
2023
Q2 | $295K | Sell |
614
-25
| -4% | -$12K | 0.27% | 73 |
|
|
2023
Q1 | $302K | Sell |
639
-28
| -4% | -$13.2K | 0.28% | 72 |
|
|
2022
Q4 | $354K | Sell |
667
-45
| -6% | -$23.9K | 0.32% | 66 |
|
|
2022
Q3 | $360K | Buy |
712
+13
| +2% | +$6.57K | 0.34% | 63 |
|
|
2022
Q2 | $359K | Sell |
699
-29
| -4% | -$14.9K | 0.32% | 62 |
|
|
2022
Q1 | $371K | Sell |
728
-1
| -0.1% | -$510 | 0.29% | 62 |
|
|
2021
Q4 | $366K | Buy |
+729
| New | +$366K | 0.28% | 63 |
|