Sandy Cove Advisors’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 |
-933
| Closed | -$489K | – | 134 |
|
|
2025
Q1 | $489K | Sell |
933
-118
| -11% | -$61.8K | 0.2% | 66 |
|
|
2024
Q4 | $532K | Buy |
1,051
+66
| +7% | +$33.4K | 0.21% | 66 |
|
|
2024
Q3 | $576K | Buy |
985
+34
| +4% | +$19.9K | 0.23% | 64 |
|
|
2024
Q2 | $484K | Sell |
951
-67
| -7% | -$34.1K | 0.22% | 67 |
|
|
2024
Q1 | $504K | Buy |
1,018
+52
| +5% | +$25.7K | 0.23% | 66 |
|
|
2023
Q4 | $509K | Buy |
966
+198
| +26% | +$104K | 0.26% | 61 |
|
|
2023
Q3 | $387K | Sell |
768
-55
| -7% | -$27.7K | 0.22% | 76 |
|
|
2023
Q2 | $395K | Buy |
823
+75
| +10% | +$36K | 0.23% | 78 |
|
|
2023
Q1 | $354K | Hold |
748
| – | – | 0.26% | 62 |
|
|
2022
Q4 | $397K | Buy |
748
+249
| +50% | +$132K | 0.32% | 46 |
|
|
2022
Q3 | $252K | Sell |
499
-55
| -10% | -$27.8K | 0.23% | 62 |
|
|
2022
Q2 | $284K | Buy |
554
+55
| +11% | +$28.2K | 0.26% | 54 |
|
|
2022
Q1 | $255K | Hold |
499
| – | – | 0.21% | 64 |
|
|
2021
Q4 | $251K | Buy |
+499
| New | +$251K | 0.21% | 64 |
|