Cox Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.54M | Buy |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $4.32M | Sell |
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|
2024
Q3 | $5.02M | Buy |
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|
2024
Q2 | $3.7M | Sell |
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|
2024
Q1 | $3.69M | Sell |
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|
2023
Q4 | $3.99M | Buy |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $2.82M | Sell |
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|
2022
Q1 | $5.07M | Sell |
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|
2021
Q4 | $5M | Buy |
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|
2021
Q3 | $3.7M | Buy |
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|
2021
Q2 | $3.78M | Buy |
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|
2021
Q1 | $3.37M | Sell |
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|
2020
Q4 | $3.23M | Buy |
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|
2020
Q3 | $2.75M | Buy |
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|
2020
Q2 | $2.6M | Buy |
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|
2020
Q1 | $2.53M | Hold |
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|
2019
Q4 | $2.53M | Buy |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $2.07M | Buy |
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|
2019
Q1 | $2.01M | Buy |
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|
2018
Q4 | $2.12M | Buy |
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|
2018
Q3 | $2.11M | Buy |
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|
2018
Q2 | $1.92M | Buy |
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