CX Institutional’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
20,405
+3,840
| +23% | +$1.2M | 0.22% | 106 |
|
|
2025
Q1 | $8.68M | Buy |
16,565
+5,712
| +53% | +$2.99M | 0.33% | 69 |
|
|
2024
Q4 | $5.49M | Buy |
10,853
+103
| +1% | +$52.1K | 0.22% | 113 |
|
|
2024
Q3 | $6.29M | Sell |
10,750
-10,691
| -50% | -$6.25M | 0.28% | 98 |
|
|
2024
Q2 | $10.9M | Buy |
21,441
+593
| +3% | +$302K | 0.51% | 55 |
|
|
2024
Q1 | $10.3M | Buy |
20,848
+1,564
| +8% | +$774K | 0.5% | 57 |
|
|
2023
Q4 | $10.2M | Sell |
19,284
-422
| -2% | -$222K | 0.54% | 50 |
|
|
2023
Q3 | $9.94M | Sell |
19,706
-2,844
| -13% | -$1.43M | 0.55% | 51 |
|
|
2023
Q2 | $10.8M | Buy |
22,550
+1,486
| +7% | +$714K | 0.56% | 49 |
|
|
2023
Q1 | $10.3M | Buy |
21,064
+9,467
| +82% | +$4.62M | 0.55% | 43 |
|
|
2022
Q4 | $6.15M | Buy |
11,597
+974
| +9% | +$516K | 0.37% | 64 |
|
|
2022
Q3 | $5.37M | Buy |
10,623
+4,160
| +64% | +$2.1M | 0.37% | 67 |
|
|
2022
Q2 | $3.32M | Buy |
6,463
+404
| +7% | +$207K | 0.25% | 97 |
|
|
2022
Q1 | $3.09M | Sell |
6,059
-6,396
| -51% | -$3.26M | 0.25% | 112 |
|
|
2021
Q4 | $6.25M | Buy |
12,455
+1,057
| +9% | +$531K | 0.5% | 53 |
|
|
2021
Q3 | $4.45M | Sell |
11,398
-87
| -0.8% | -$34K | 0.36% | 78 |
|
|
2021
Q2 | $4.6M | Sell |
11,485
-5,399
| -32% | -$2.16M | 0.38% | 78 |
|
|
2021
Q1 | $6.28M | Sell |
16,884
-6,561
| -28% | -$2.44M | 0.56% | 49 |
|
|
2020
Q4 | $8.22M | Sell |
23,445
-2,043
| -8% | -$716K | 0.79% | 24 |
|
|
2020
Q3 | $7.95M | Buy |
25,488
+5,009
| +24% | +$1.56M | 0.86% | 29 |
|
|
2020
Q2 | $6.03M | Buy |
20,479
+2,174
| +12% | +$641K | 0.79% | 29 |
|
|
2020
Q1 | $4.57M | Buy |
18,305
+8,488
| +86% | +$2.12M | 0.74% | 32 |
|
|
2019
Q4 | $2.89M | Buy |
9,817
+1,271
| +15% | +$374K | 0.5% | 48 |
|
|
2019
Q3 | $1.86M | Buy |
8,546
+7,469
| +694% | +$1.62M | 0.3% | 88 |
|
|
2019
Q2 | $263K | Buy |
1,077
+366
| +51% | +$89.4K | 0.04% | 203 |
|
|
2019
Q1 | $176K | Buy |
711
+389
| +121% | +$96.3K | 0.03% | 220 |
|
|
2018
Q4 | $80K | Buy |
322
+266
| +475% | +$66.1K | 0.02% | 220 |
|
|
2018
Q3 | $15K | Hold |
56
| – | – | 0.01% | 239 |
|
|
2018
Q2 | $14K | Buy |
+56
| New | +$14K | 0.01% | 217 |
|