CSM 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 | – | Sell |
-746
| Closed | -$390K | – | 381 |
|
|
2025
Q1 | $390K | Sell |
746
-5
| -0.7% | -$2.61K | 0.02% | 112 |
|
|
2024
Q4 | $379K | Buy |
751
+179
| +31% | +$90.3K | 0.02% | 110 |
|
|
2024
Q3 | $335K | Buy |
572
+91
| +19% | +$53.3K | 0.02% | 114 |
|
|
2024
Q2 | $244K | Sell |
481
-17
| -3% | -$8.62K | 0.02% | 123 |
|
|
2024
Q1 | $246K | Hold |
498
| – | – | 0.02% | 132 |
|
|
2023
Q4 | $262K | Hold |
498
| – | – | 0.02% | 135 |
|
|
2023
Q3 | $251K | Hold |
498
| – | – | 0.02% | 129 |
|
|
2023
Q2 | $239K | Sell |
498
-35
| -7% | -$16.8K | 0.02% | 142 |
|
|
2023
Q1 | $251K | Hold |
533
| – | – | 0.02% | 138 |
|
|
2022
Q4 | $282K | Buy |
533
+22
| +4% | +$11.6K | 0.03% | 127 |
|
|
2022
Q3 | $258K | Buy |
511
+65
| +15% | +$32.8K | 0.03% | 125 |
|
|
2022
Q2 | $229K | Buy |
+446
| New | +$229K | 0.02% | 120 |
|