Creative Capital Management Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.7K | Buy |
156
+10
| +7% | +$3.12K | 0.02% | 121 |
|
2025
Q1 | $76.5K | Hold |
146
| – | – | 0.03% | 88 |
|
2024
Q4 | $73.9K | Sell |
146
-14
| -9% | -$7.08K | 0.03% | 88 |
|
2024
Q3 | $93.5K | Hold |
160
| – | – | 0.04% | 74 |
|
2024
Q2 | $81.5K | Hold |
160
| – | – | 0.04% | 71 |
|
2024
Q1 | $79.2K | Hold |
160
| – | – | 0.04% | 70 |
|
2023
Q4 | $84.2K | Hold |
160
| – | – | 0.05% | 66 |
|
2023
Q3 | $80.7K | Buy |
160
+72
| +82% | +$36.3K | 0.06% | 67 |
|
2023
Q2 | $42.3K | Sell |
88
-107
| -55% | -$51.4K | 0.03% | 90 |
|
2023
Q1 | $92.2K | Buy |
195
+163
| +509% | +$77K | 0.07% | 72 |
|
2022
Q4 | $17K | Buy |
+32
| New | +$17K | 0.01% | 108 |
|