Crewe Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+687
| New | +$214K | 0.03% | 145 |
|
|
2024
Q3 | – | Sell |
-1,529
| Closed | -$779K | – | 982 |
|
|
2024
Q2 | $779K | Sell |
1,529
-523
| -25% | -$266K | 0.09% | 77 |
|
|
2024
Q1 | $1.02M | Buy |
+2,052
| New | +$1.02M | 0.12% | 69 |
|
|
2023
Q3 | – | Sell |
-1,123
| Closed | -$540K | – | 899 |
|
|
2023
Q2 | $540K | Sell |
1,123
-394
| -26% | -$189K | 0.08% | 75 |
|
|
2023
Q1 | $717K | Sell |
1,517
-16
| -1% | -$7.56K | 0.1% | 65 |
|
|
2022
Q4 | $813K | Buy |
1,533
+29
| +2% | +$15.4K | 0.13% | 58 |
|
|
2022
Q3 | $760K | Buy |
1,504
+191
| +15% | +$96.5K | 0.14% | 53 |
|
|
2022
Q2 | $674K | Buy |
1,313
+416
| +46% | +$214K | 0.15% | 45 |
|
|
2022
Q1 | $457K | Buy |
897
+270
| +43% | +$138K | 0.09% | 57 |
|
|
2021
Q4 | $315K | Buy |
627
+617
| +6,170% | +$310K | 0.06% | 60 |
|
|
2021
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 323 |
|
|
2021
Q2 | $4K | Sell |
10
-10
| -50% | -$4K | ﹤0.01% | 355 |
|
|
2021
Q1 | $7K | Sell |
20
-16
| -44% | -$5.6K | ﹤0.01% | 337 |
|
|
2020
Q4 | $13K | Sell |
36
-42
| -54% | -$15.2K | 0.01% | 233 |
|
|
2020
Q3 | $24K | Buy |
+78
| New | +$24K | 0.01% | 171 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | -$1K | – | 305 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 296 |
|
|
2019
Q1 | $1K | Sell |
5
-95
| -95% | -$19K | ﹤0.01% | 242 |
|
|
2018
Q4 | $25K | Buy |
+100
| New | +$25K | 0.01% | 152 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | -$3K | – | 283 |
|
|
2018
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 252 |
|
|
2017
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 251 |
|