Crumly & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
737
+115
| +18% | +$35.9K | 0.06% | 148 |
|
|
2025
Q1 | $326K | Hold |
622
| – | – | 0.09% | 124 |
|
|
2024
Q4 | $315K | Sell |
622
-1
| -0.2% | -$506 | 0.09% | 120 |
|
|
2024
Q3 | $364K | Buy |
623
+3
| +0.5% | +$1.75K | 0.1% | 114 |
|
|
2024
Q2 | $316K | Hold |
620
| – | – | 0.09% | 115 |
|
|
2024
Q1 | $307K | Sell |
620
-10
| -2% | -$4.95K | 0.08% | 117 |
|
|
2023
Q4 | $332K | Sell |
630
-114
| -15% | -$60K | 0.1% | 109 |
|
|
2023
Q3 | $375K | Sell |
744
-340
| -31% | -$171K | 0.15% | 84 |
|
|
2023
Q2 | $521K | Sell |
1,084
-536
| -33% | -$258K | 0.21% | 68 |
|
|
2023
Q1 | $765K | Buy |
1,620
+36
| +2% | +$17K | 0.33% | 50 |
|
|
2022
Q4 | $840K | Sell |
1,584
-11
| -0.7% | -$5.83K | 0.32% | 38 |
|
|
2022
Q3 | $805K | Buy |
1,595
+17
| +1% | +$8.58K | 0.33% | 41 |
|
|
2022
Q2 | $810K | Buy |
1,578
+38
| +2% | +$19.5K | 0.34% | 43 |
|
|
2022
Q1 | $785K | Buy |
1,540
+146
| +10% | +$74.4K | 0.29% | 54 |
|
|
2021
Q4 | $681K | Sell |
1,394
-49
| -3% | -$23.9K | 0.27% | 58 |
|
|
2021
Q3 | $564K | Buy |
1,443
+173
| +14% | +$67.6K | 0.26% | 66 |
|
|
2021
Q2 | $508K | Buy |
1,270
+353
| +38% | +$141K | 0.25% | 70 |
|
|
2021
Q1 | $341K | Buy |
917
+241
| +36% | +$89.6K | 0.2% | 67 |
|
|
2020
Q4 | $235K | Buy |
+676
| New | +$235K | 0.16% | 71 |
|