CVA 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 | $528K | Sell |
1,693
-769
| -31% | -$240K | 0.07% | 160 |
|
|
2025
Q1 | $1.29M | Buy |
2,462
+40
| +2% | +$21K | 0.2% | 80 |
|
|
2024
Q4 | $1.23M | Buy |
2,422
+100
| +4% | +$50.6K | 0.19% | 80 |
|
|
2024
Q3 | $1.36M | Buy |
2,322
+99
| +4% | +$57.9K | 0.22% | 75 |
|
|
2024
Q2 | $1.13M | Sell |
2,223
-94
| -4% | -$47.9K | 0.2% | 77 |
|
|
2024
Q1 | $1.15M | Sell |
2,317
-190
| -8% | -$94K | 0.2% | 80 |
|
|
2023
Q4 | $1.32M | Buy |
2,507
+47
| +2% | +$24.7K | 0.26% | 65 |
|
|
2023
Q3 | $1.24M | Buy |
2,460
+53
| +2% | +$26.7K | 0.28% | 67 |
|
|
2023
Q2 | $1.16M | Buy |
2,407
+383
| +19% | +$184K | 0.24% | 70 |
|
|
2023
Q1 | $957K | Buy |
2,024
+156
| +8% | +$73.7K | 0.21% | 75 |
|
|
2022
Q4 | $990K | Sell |
1,868
-38
| -2% | -$20.1K | 0.24% | 68 |
|
|
2022
Q3 | $963K | Buy |
1,906
+450
| +31% | +$227K | 0.26% | 65 |
|
|
2022
Q2 | $748K | Buy |
1,456
+60
| +4% | +$30.8K | 0.2% | 81 |
|
|
2022
Q1 | $712K | Buy |
1,396
+100
| +8% | +$51K | 0.17% | 85 |
|
|
2021
Q4 | $651K | Buy |
1,296
+1,086
| +517% | +$546K | 0.16% | 88 |
|
|
2021
Q3 | $65K | Sell |
210
-1,086
| -84% | -$336K | 0.05% | 155 |
|
|
2021
Q2 | $519K | Buy |
1,296
+376
| +41% | +$151K | 0.15% | 91 |
|
|
2021
Q1 | $342K | Buy |
920
+710
| +338% | +$264K | 0.13% | 95 |
|
|
2020
Q4 | $74K | Hold |
210
| – | – | 0.05% | 154 |
|
|
2020
Q3 | $65K | Buy |
+210
| New | +$65K | 0.05% | 155 |
|