Cypress Financial Planning’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 |
-548
| Closed | -$287K | – | 85 |
|
|
2025
Q1 | $287K | Buy |
548
+11
| +2% | +$5.76K | 0.1% | 67 |
|
|
2024
Q4 | $272K | Sell |
537
-2
| -0.4% | -$1.01K | 0.1% | 66 |
|
|
2024
Q3 | $315K | Buy |
539
+2
| +0.4% | +$1.17K | 0.12% | 57 |
|
|
2024
Q2 | $273K | Sell |
537
-91
| -14% | -$46.3K | 0.11% | 59 |
|
|
2024
Q1 | $311K | Buy |
+628
| New | +$311K | 0.14% | 54 |
|
|
2023
Q4 | – | Sell |
-627
| Closed | -$316K | – | 59 |
|
|
2023
Q3 | $316K | Hold |
627
| – | – | 0.18% | 45 |
|
|
2023
Q2 | $300K | Buy |
627
+1
| +0.2% | +$478 | 0.17% | 46 |
|
|
2023
Q1 | $309K | Hold |
626
| – | – | 0.19% | 43 |
|
|
2022
Q4 | $325K | Sell |
626
-112
| -15% | -$58.1K | 0.22% | 43 |
|
|
2022
Q3 | $373K | Buy |
738
+49
| +7% | +$24.8K | 0.26% | 35 |
|
|
2022
Q2 | $354K | Buy |
+689
| New | +$354K | 0.24% | 38 |
|