Cranbrook 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 | $27.1K | Hold |
87
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $45.6K | Buy |
87
+14
| +19% | +$7.33K | 0.01% | 194 |
|
|
2024
Q4 | $36.9K | Hold |
73
| – | – | 0.01% | 203 |
|
|
2024
Q3 | $42.7K | Buy |
73
+13
| +22% | +$7.6K | 0.01% | 198 |
|
|
2024
Q2 | $30.6K | Hold |
60
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $29.7K | Hold |
60
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $31.6K | Hold |
60
| – | – | 0.01% | 175 |
|
|
2023
Q3 | $30.3K | Hold |
60
| – | – | 0.01% | 174 |
|
|
2023
Q2 | $28.8K | Hold |
60
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $28.4K | Hold |
60
| – | – | 0.01% | 180 |
|
|
2022
Q4 | $31.8K | Hold |
60
| – | – | 0.01% | 178 |
|
|
2022
Q3 | $30K | Hold |
60
| – | – | 0.01% | 193 |
|
|
2022
Q2 | $31K | Hold |
60
| – | – | 0.01% | 196 |
|
|
2022
Q1 | $31K | Hold |
60
| – | – | 0.01% | 217 |
|
|
2021
Q4 | $30K | Hold |
60
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $23K | Buy |
+60
| New | +$23K | 0.01% | 245 |
|
|
2021
Q2 | – | Sell |
-41
| Closed | -$15K | – | 386 |
|
|
2021
Q1 | $15K | Buy |
41
+8
| +24% | +$2.93K | ﹤0.01% | 260 |
|
|
2020
Q4 | $12K | Buy |
+33
| New | +$12K | ﹤0.01% | 228 |
|
|
2019
Q4 | – | Sell |
-95
| Closed | -$21K | – | 283 |
|
|
2019
Q3 | $21K | Buy |
+95
| New | +$21K | 0.01% | 167 |
|