Stokes 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 | $1.14M | Sell |
3,640
-142
| -4% | -$44.3K | 0.12% | 116 |
|
|
2025
Q1 | $1.98M | Buy |
3,782
+50
| +1% | +$26.2K | 0.22% | 84 |
|
|
2024
Q4 | $1.89M | Sell |
3,732
-39
| -1% | -$19.7K | 0.2% | 88 |
|
|
2024
Q3 | $2.2M | Sell |
3,771
-65
| -2% | -$38K | 0.24% | 75 |
|
|
2024
Q2 | $1.95M | Buy |
3,836
+415
| +12% | +$211K | 0.23% | 80 |
|
|
2024
Q1 | $1.69M | Buy |
3,421
+731
| +27% | +$362K | 0.21% | 90 |
|
|
2023
Q4 | $1.42M | Sell |
2,690
-4,158
| -61% | -$2.19M | 0.19% | 94 |
|
|
2023
Q3 | $3.45M | Buy |
6,848
+383
| +6% | +$193K | 0.41% | 58 |
|
|
2023
Q2 | $3.11M | Buy |
6,465
+527
| +9% | +$253K | 0.36% | 63 |
|
|
2023
Q1 | $2.81M | Sell |
5,938
-745
| -11% | -$352K | 0.35% | 64 |
|
|
2022
Q4 | $3.54M | Buy |
6,683
+39
| +0.6% | +$20.7K | 0.46% | 52 |
|
|
2022
Q3 | $3.36M | Sell |
6,644
-408
| -6% | -$206K | 0.48% | 50 |
|
|
2022
Q2 | $3.62M | Buy |
7,052
+489
| +7% | +$251K | 0.49% | 50 |
|
|
2022
Q1 | $3.35M | Buy |
6,563
+609
| +10% | +$311K | 0.44% | 54 |
|
|
2021
Q4 | $2.99M | Buy |
5,954
+330
| +6% | +$166K | 0.37% | 55 |
|
|
2021
Q3 | $2.2M | Buy |
5,624
+212
| +4% | +$82.9K | 0.31% | 68 |
|
|
2021
Q2 | $2.17M | Buy |
5,412
+70
| +1% | +$28K | 0.31% | 68 |
|
|
2021
Q1 | $1.99M | Buy |
5,342
+89
| +2% | +$33.1K | 0.31% | 65 |
|
|
2020
Q4 | $1.84M | Buy |
5,253
+537
| +11% | +$188K | 0.36% | 59 |
|
|
2020
Q3 | $1.47M | Buy |
4,716
+1,435
| +44% | +$447K | 0.33% | 64 |
|
|
2020
Q2 | $968K | Buy |
3,281
+3
| +0.1% | +$885 | 0.24% | 76 |
|
|
2020
Q1 | $817K | Buy |
3,278
+577
| +21% | +$144K | 0.22% | 76 |
|
|
2019
Q4 | $794K | Buy |
+2,701
| New | +$794K | 0.18% | 82 |
|