Texas Capital Bank Wealth Management Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Sell |
15,877
-1,223
| -7% | -$382K | 0.46% | 44 |
|
|
2025
Q1 | $8.96M | Buy |
17,100
+720
| +4% | +$377K | 0.91% | 21 |
|
|
2024
Q4 | $8.29M | Buy |
16,380
+10
| +0.1% | +$5.06K | 0.85% | 28 |
|
|
2024
Q3 | $9.57M | Buy |
16,370
+236
| +1% | +$138K | 0.94% | 23 |
|
|
2024
Q2 | $8.22M | Buy |
16,134
+994
| +7% | +$506K | 0.85% | 28 |
|
|
2024
Q1 | $7.49M | Sell |
15,140
-348
| -2% | -$172K | 0.82% | 34 |
|
|
2023
Q4 | $8.15M | Sell |
15,488
-502
| -3% | -$264K | 0.96% | 27 |
|
|
2023
Q3 | $8.06M | Sell |
15,990
-3,032
| -16% | -$1.53M | 1.02% | 24 |
|
|
2023
Q2 | $9.14M | Sell |
19,022
-544
| -3% | -$261K | 0.98% | 29 |
|
|
2023
Q1 | $9.25M | Sell |
19,566
-654
| -3% | -$309K | 1.07% | 23 |
|
|
2022
Q4 | $10.7M | Sell |
20,220
-1,026
| -5% | -$544K | 1.31% | 16 |
|
|
2022
Q3 | $10.7M | Sell |
21,246
-1,426
| -6% | -$720K | 1.38% | 13 |
|
|
2022
Q2 | $11.6M | Sell |
22,672
-5,172
| -19% | -$2.66M | 1.35% | 14 |
|
|
2022
Q1 | $14.2M | Sell |
27,844
-1,256
| -4% | -$641K | 1.29% | 16 |
|
|
2021
Q4 | $14.6M | Sell |
29,100
-1,167
| -4% | -$586K | 1.26% | 18 |
|
|
2021
Q3 | $11.8M | Buy |
30,267
+9,876
| +48% | +$3.86M | 1.21% | 22 |
|
|
2021
Q2 | $8.17M | Buy |
20,391
+1,966
| +11% | +$787K | 1.02% | 22 |
|
|
2021
Q1 | $6.86M | Buy |
18,425
+1,612
| +10% | +$600K | 0.98% | 26 |
|
|
2020
Q4 | $5.9M | Buy |
16,813
+5,045
| +43% | +$1.77M | 0.87% | 31 |
|
|
2020
Q3 | $3.67M | Buy |
11,768
+1,037
| +10% | +$323K | 0.6% | 35 |
|
|
2020
Q2 | $3.17M | Buy |
10,731
+1,506
| +16% | +$444K | 0.71% | 24 |
|
|
2020
Q1 | $2.3M | Sell |
9,225
-36
| -0.4% | -$8.98K | 0.66% | 23 |
|
|
2019
Q4 | $2.72M | Buy |
+9,261
| New | +$2.72M | 0.6% | 28 |
|