Cutter & Co Brokerage’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 |
-3,963
| Closed | -$2.08M | – | 157 |
|
|
2025
Q1 | $2.08M | Buy |
+3,963
| New | +$2.08M | 0.49% | 44 |
|
|
2024
Q4 | – | Sell |
-482
| Closed | -$282K | – | 227 |
|
|
2024
Q3 | $282K | Sell |
482
-207
| -30% | -$121K | 0.06% | 148 |
|
|
2024
Q2 | $351K | Sell |
689
-14
| -2% | -$7.13K | 0.09% | 126 |
|
|
2024
Q1 | $348K | Sell |
703
-500
| -42% | -$247K | 0.09% | 125 |
|
|
2023
Q4 | $633K | Sell |
1,203
-73
| -6% | -$38.4K | 0.18% | 81 |
|
|
2023
Q3 | $643K | Sell |
1,276
-78
| -6% | -$39.3K | 0.19% | 77 |
|
|
2023
Q2 | $651K | Sell |
1,354
-22
| -2% | -$10.6K | 0.19% | 75 |
|
|
2023
Q1 | $650K | Buy |
1,376
+553
| +67% | +$261K | 0.2% | 82 |
|
|
2022
Q4 | $436K | Sell |
823
-15
| -2% | -$7.95K | 0.15% | 104 |
|
|
2022
Q3 | $423K | Buy |
838
+162
| +24% | +$81.8K | 0.16% | 107 |
|
|
2022
Q2 | $347K | Buy |
676
+16
| +2% | +$8.21K | 0.12% | 141 |
|
|
2022
Q1 | $337K | Buy |
660
+210
| +47% | +$107K | 0.1% | 152 |
|
|
2021
Q4 | $226K | Buy |
+450
| New | +$226K | 0.06% | 232 |
|
|
2019
Q4 | – | Sell |
-1,373
| Closed | -$299K | – | 297 |
|
|
2019
Q3 | $299K | Buy |
1,373
+1
| +0.1% | +$218 | 0.1% | 202 |
|
|
2019
Q2 | $335K | Buy |
1,372
+385
| +39% | +$94K | 0.11% | 200 |
|
|
2019
Q1 | $244K | Buy |
+987
| New | +$244K | 0.07% | 232 |
|
|
2018
Q4 | – | Sell |
-781
| Closed | -$208K | – | 291 |
|
|
2018
Q3 | $208K | Buy |
+781
| New | +$208K | 0.07% | 245 |
|