Cox Capital 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 | $1.39M | Sell |
4,443
-116
| -3% | -$36.2K | 0.95% | 35 |
|
|
2025
Q1 | $2.39M | Sell |
4,559
-3,983
| -47% | -$2.09M | 1.74% | 24 |
|
|
2024
Q4 | $4.32M | Sell |
8,542
-39
| -0.5% | -$19.7K | 2.77% | 9 |
|
|
2024
Q3 | $5.02M | Buy |
8,581
+1,313
| +18% | +$768K | 3% | 7 |
|
|
2024
Q2 | $3.7M | Sell |
7,268
-182
| -2% | -$92.7K | 2.24% | 13 |
|
|
2024
Q1 | $3.69M | Sell |
7,450
-120
| -2% | -$59.4K | 2.27% | 12 |
|
|
2023
Q4 | $3.99M | Buy |
7,570
+1,478
| +24% | +$778K | 2.6% | 6 |
|
|
2023
Q3 | $3.07M | Buy |
6,092
+452
| +8% | +$228K | 2.16% | 13 |
|
|
2023
Q2 | $2.71M | Sell |
5,640
-151
| -3% | -$72.6K | 2% | 19 |
|
|
2023
Q1 | $2.74M | Sell |
5,791
-92
| -2% | -$43.5K | 1.98% | 20 |
|
|
2022
Q4 | $3.12M | Buy |
5,883
+325
| +6% | +$172K | 2.03% | 16 |
|
|
2022
Q3 | $2.81M | Buy |
5,558
+76
| +1% | +$38.4K | 2.04% | 18 |
|
|
2022
Q2 | $2.82M | Sell |
5,482
-4,464
| -45% | -$2.29M | 1.92% | 25 |
|
|
2022
Q1 | $5.07M | Sell |
9,946
-10
| -0.1% | -$5.1K | 3.19% | 3 |
|
|
2021
Q4 | $5M | Buy |
9,956
+482
| +5% | +$242K | 2.96% | 3 |
|
|
2021
Q3 | $3.7M | Buy |
9,474
+31
| +0.3% | +$12.1K | 2.49% | 7 |
|
|
2021
Q2 | $3.78M | Buy |
9,443
+383
| +4% | +$153K | 2.53% | 4 |
|
|
2021
Q1 | $3.37M | Sell |
9,060
-143
| -2% | -$53.2K | 2.34% | 5 |
|
|
2020
Q4 | $3.23M | Buy |
9,203
+374
| +4% | +$131K | 2.46% | 6 |
|
|
2020
Q3 | $2.75M | Buy |
8,829
+22
| +0.2% | +$6.86K | 2.43% | 7 |
|
|
2020
Q2 | $2.6M | Buy |
8,807
+213
| +2% | +$62.8K | 2.56% | 6 |
|
|
2020
Q1 | $2.53M | Hold |
8,594
| – | – | 2.2% | 11 |
|
|
2019
Q4 | $2.53M | Buy |
8,594
+121
| +1% | +$35.6K | 2.3% | 11 |
|
|
2019
Q3 | $1.84M | Sell |
8,473
-18
| -0.2% | -$3.91K | 1.8% | 21 |
|
|
2019
Q2 | $2.07M | Buy |
8,491
+360
| +4% | +$87.8K | 2.1% | 18 |
|
|
2019
Q1 | $2.01M | Buy |
8,131
+161
| +2% | +$39.8K | 2.17% | 14 |
|
|
2018
Q4 | $2.12M | Buy |
7,970
+33
| +0.4% | +$8.78K | 2.49% | 9 |
|
|
2018
Q3 | $2.11M | Buy |
7,937
+125
| +2% | +$33.3K | 2.25% | 13 |
|
|
2018
Q2 | $1.92M | Buy |
+7,812
| New | +$1.92M | 2.31% | 11 |
|