Custos Family Office’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
1,111
+128
| +13% | +$39.9K | 0.11% | 54 |
|
|
2025
Q1 | $515K | Buy |
983
+331
| +51% | +$173K | 0.18% | 40 |
|
|
2024
Q4 | $330K | Sell |
652
-3
| -0.5% | -$1.52K | 0.12% | 52 |
|
|
2024
Q3 | $383K | Buy |
655
+1
| +0.2% | +$585 | 0.14% | 44 |
|
|
2024
Q2 | $333K | Buy |
654
+17
| +3% | +$8.65K | 0.13% | 46 |
|
|
2024
Q1 | $315K | Sell |
637
-23
| -3% | -$11.4K | 0.16% | 37 |
|
|
2023
Q4 | $347K | Buy |
660
+3
| +0.5% | +$1.58K | 0.18% | 34 |
|
|
2023
Q3 | $331K | Sell |
657
-36
| -5% | -$18.2K | 0.22% | 30 |
|
|
2023
Q2 | $333K | Sell |
693
-41
| -6% | -$19.7K | 0.22% | 31 |
|
|
2023
Q1 | $347K | Buy |
734
+64
| +10% | +$30.3K | 0.24% | 28 |
|
|
2022
Q4 | $355K | Buy |
670
+82
| +14% | +$43.5K | 0.28% | 27 |
|
|
2022
Q3 | $297K | Sell |
588
-37
| -6% | -$18.7K | 0.29% | 18 |
|
|
2022
Q2 | $321K | Sell |
625
-74
| -11% | -$38K | 0.29% | 15 |
|
|
2022
Q1 | $356K | Sell |
699
-166
| -19% | -$84.5K | 0.29% | 16 |
|
|
2021
Q4 | $435K | Buy |
+865
| New | +$435K | 0.39% | 19 |
|