Csenge Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.6M | Sell |
8,614
-878
| -9% | -$265K | 0.14% | 129 |
|
2025
Q1 | $4.31M | Sell |
9,492
-353
| -4% | -$160K | 0.24% | 84 |
|
2024
Q4 | $4.98M | Sell |
9,845
-1,409
| -13% | -$713K | 0.27% | 75 |
|
2024
Q3 | $6.73M | Buy |
11,254
+353
| +3% | +$211K | 0.35% | 57 |
|
2024
Q2 | $5.55M | Sell |
10,901
-159
| -1% | -$81K | 0.32% | 61 |
|
2024
Q1 | $5.47M | Buy |
11,060
+144
| +1% | +$71.2K | 0.31% | 63 |
|
2023
Q4 | $5.75M | Buy |
10,916
+280
| +3% | +$147K | 0.36% | 52 |
|
2023
Q3 | $5.36M | Sell |
10,636
-74
| -0.7% | -$37.3K | 0.37% | 56 |
|
2023
Q2 | $5.15M | Buy |
10,710
+615
| +6% | +$296K | 0.35% | 59 |
|
2023
Q1 | $4.77M | Buy |
10,095
+266
| +3% | +$126K | 0.34% | 59 |
|
2022
Q4 | $5.21M | Sell |
9,829
-758
| -7% | -$402K | 0.4% | 50 |
|
2022
Q3 | $5.35M | Sell |
10,587
-496
| -4% | -$251K | 0.44% | 49 |
|
2022
Q2 | $5.69M | Buy |
11,083
+61
| +0.6% | +$31.3K | 0.48% | 45 |
|
2022
Q1 | $5.62M | Buy |
11,022
+743
| +7% | +$379K | 0.44% | 47 |
|
2021
Q4 | $4.16M | Sell |
10,279
-508
| -5% | -$206K | 0.37% | 56 |
|
2021
Q3 | $4.23M | Buy |
10,787
+508
| +5% | +$199K | 0.36% | 57 |
|
2021
Q2 | $4.16M | Buy |
10,279
+3,015
| +42% | +$1.22M | 0.37% | 56 |
|
2021
Q1 | $2.73M | Sell |
7,264
-978
| -12% | -$368K | 0.28% | 70 |
|
2020
Q4 | $2.89M | Sell |
8,242
-742
| -8% | -$260K | 0.34% | 53 |
|
2020
Q3 | $2.83M | Sell |
8,984
-53
| -0.6% | -$16.7K | 0.39% | 56 |
|
2020
Q2 | $2.67M | Sell |
9,037
-905
| -9% | -$267K | 0.38% | 53 |
|
2020
Q1 | $2.48M | Buy |
9,942
+1,115
| +13% | +$278K | 0.65% | 31 |
|
2019
Q4 | $2.6M | Sell |
8,827
-331
| -4% | -$97.3K | 0.66% | 33 |
|
2019
Q3 | $1.99M | Buy |
9,158
+1,060
| +13% | +$230K | 0.55% | 37 |
|
2019
Q2 | $1.98M | Sell |
8,098
-51
| -0.6% | -$12.4K | 0.67% | 29 |
|
2019
Q1 | $2.02M | Sell |
8,149
-683
| -8% | -$169K | 0.69% | 26 |
|
2018
Q4 | $2.2M | Buy |
8,832
+311
| +4% | +$77.5K | 0.81% | 24 |
|
2018
Q3 | $2.26M | Buy |
8,521
+287
| +3% | +$76K | 0.88% | 22 |
|
2018
Q2 | $2.02M | Sell |
8,234
-335
| -4% | -$82.3K | 0.74% | 24 |
|
2018
Q1 | $1.83M | Sell |
8,569
-45
| -0.5% | -$9.63K | 0.64% | 36 |
|
2017
Q4 | $1.9M | Sell |
8,614
-773
| -8% | -$170K | 0.68% | 28 |
|
2017
Q3 | $1.84M | Buy |
+9,387
| New | +$1.84M | 0.73% | 24 |
|