Creative Financial Designs’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
924
+38
| +4% | +$11.8K | 0.02% | 409 |
|
|
2025
Q1 | $464K | Sell |
886
-65
| -7% | -$34K | 0.04% | 299 |
|
|
2024
Q4 | $481K | Buy |
951
+7
| +0.7% | +$3.54K | 0.04% | 287 |
|
|
2024
Q3 | $552K | Buy |
944
+15
| +2% | +$8.77K | 0.05% | 274 |
|
|
2024
Q2 | $473K | Buy |
929
+3
| +0.3% | +$1.53K | 0.04% | 283 |
|
|
2024
Q1 | $458K | Buy |
926
+32
| +4% | +$15.8K | 0.04% | 273 |
|
|
2023
Q4 | $471K | Buy |
894
+13
| +1% | +$6.85K | 0.05% | 252 |
|
|
2023
Q3 | $444K | Sell |
881
-2
| -0.2% | -$1.01K | 0.05% | 234 |
|
|
2023
Q2 | $424K | Sell |
883
-84
| -9% | -$40.4K | 0.05% | 233 |
|
|
2023
Q1 | $457K | Buy |
967
+1
| +0.1% | +$472 | 0.06% | 216 |
|
|
2022
Q4 | $512K | Buy |
966
+2
| +0.2% | +$1.06K | 0.08% | 193 |
|
|
2022
Q3 | $487K | Buy |
964
+4
| +0.4% | +$2.02K | 0.08% | 182 |
|
|
2022
Q2 | $493K | Buy |
960
+3
| +0.3% | +$1.54K | 0.08% | 181 |
|
|
2022
Q1 | $488K | Buy |
957
+6
| +0.6% | +$3.06K | 0.07% | 192 |
|
|
2021
Q4 | $478K | Sell |
951
-121
| -11% | -$60.8K | 0.07% | 195 |
|
|
2021
Q3 | $419K | Buy |
1,072
+17
| +2% | +$6.65K | 0.07% | 204 |
|
|
2021
Q2 | $422K | Buy |
1,055
+3
| +0.3% | +$1.2K | 0.07% | 199 |
|
|
2021
Q1 | $391K | Sell |
1,052
-19
| -2% | -$7.06K | 0.08% | 193 |
|
|
2020
Q4 | $375K | Buy |
1,071
+3
| +0.3% | +$1.05K | 0.08% | 183 |
|
|
2020
Q3 | $333K | Sell |
1,068
-6
| -0.6% | -$1.87K | 0.08% | 180 |
|
|
2020
Q2 | $317K | Buy |
1,074
+969
| +923% | +$286K | 0.1% | 155 |
|
|
2020
Q1 | $26K | Hold |
105
| – | – | 0.01% | 274 |
|
|
2019
Q4 | $31K | Sell |
105
-13
| -11% | -$3.84K | 0.01% | 290 |
|
|
2019
Q3 | $26K | Sell |
118
-83
| -41% | -$18.3K | 0.01% | 307 |
|
|
2019
Q2 | $50K | Hold |
201
| – | – | 0.03% | 227 |
|
|
2019
Q1 | $50K | Buy |
201
+95
| +90% | +$23.6K | 0.03% | 221 |
|
|
2018
Q4 | $27K | Sell |
106
-253
| -70% | -$64.4K | 0.02% | 246 |
|
|
2018
Q3 | $96K | Sell |
359
-194
| -35% | -$51.9K | 0.06% | 161 |
|
|
2018
Q2 | $136K | Sell |
553
-260
| -32% | -$63.9K | 0.08% | 159 |
|
|
2018
Q1 | $174K | Buy |
813
+307
| +61% | +$65.7K | 0.11% | 122 |
|
|
2017
Q4 | $112K | Buy |
506
+394
| +352% | +$87.2K | 0.08% | 160 |
|
|
2017
Q3 | $22K | Hold |
112
| – | – | 0.01% | 322 |
|
|
2017
Q2 | $21K | Sell |
112
-7
| -6% | -$1.31K | 0.01% | 324 |
|
|
2017
Q1 | $20K | Hold |
119
| – | – | 0.01% | 324 |
|
|
2016
Q4 | $19K | Buy |
+119
| New | +$19K | 0.02% | 327 |
|