Sonata Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $757K | Hold |
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|
2024
Q3 | $875K | Hold |
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|
2024
Q2 | $762K | Hold |
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|
2024
Q1 | $741K | Hold |
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|
2023
Q4 | $788K | Buy |
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|
2023
Q3 | $604K | Hold |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $454K | Hold |
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|
2022
Q2 | $461K | Hold |
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|
2022
Q1 | $458K | Hold |
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|
2021
Q4 | $451K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $338K | Hold |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $291K | Hold |
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|
2019
Q4 | $342K | Hold |
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|
2019
Q3 | $253K | Buy |
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|
2019
Q2 | $248K | Buy |
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|
2019
Q1 | $239K | Sell |
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|
2018
Q4 | $278K | Hold |
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|
2018
Q3 | $297K | Buy |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $331K | Hold |
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|
2017
Q3 | $294K | Hold |
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|
2017
Q2 | $278K | Hold |
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|
2017
Q1 | $246K | Sell |
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|
2016
Q4 | $312K | Hold |
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|
2016
Q3 | $273K | Hold |
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|
2016
Q2 | $275K | Hold |
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|
2016
Q1 | $251K | Sell |
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|
2015
Q4 | $253K | Hold |
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|
2015
Q3 | $249K | Buy |
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|
2015
Q2 | $244K | Hold |
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|
2015
Q1 | $237K | Buy |
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