Texas Yale Capital Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.05M | Buy |
6,587
+4,070
| +162% | +$1.27M | 0.07% | 184 |
|
2025
Q1 | $1.32M | Buy |
2,517
+377
| +18% | +$197K | 0.05% | 230 |
|
2024
Q4 | $1.08M | Sell |
2,140
-50
| -2% | -$25.3K | 0.04% | 247 |
|
2024
Q3 | $1.28M | Buy |
2,190
+100
| +5% | +$58.5K | 0.06% | 233 |
|
2024
Q2 | $1.06M | Buy |
2,090
+47
| +2% | +$23.9K | 0.05% | 240 |
|
2024
Q1 | $1.01M | Sell |
2,043
-50
| -2% | -$24.7K | 0.04% | 251 |
|
2023
Q4 | $1.1M | Buy |
2,093
+63
| +3% | +$33.2K | 0.05% | 235 |
|
2023
Q3 | $1.02M | Buy |
2,030
+15
| +0.7% | +$7.56K | 0.05% | 226 |
|
2023
Q2 | $968K | Buy |
2,015
+50
| +3% | +$24K | 0.05% | 250 |
|
2023
Q1 | $929K | Sell |
1,965
-955
| -33% | -$451K | 0.05% | 256 |
|
2022
Q4 | $1.55M | Buy |
2,920
+1,043
| +56% | +$553K | 0.09% | 188 |
|
2022
Q3 | $948K | Buy |
1,877
+220
| +13% | +$111K | 0.06% | 239 |
|
2022
Q2 | $851K | Buy |
1,657
+50
| +3% | +$25.7K | 0.06% | 251 |
|
2022
Q1 | $820K | Buy |
1,607
+50
| +3% | +$25.5K | 0.04% | 266 |
|
2021
Q4 | $782K | Buy |
1,557
+50
| +3% | +$25.1K | 0.04% | 275 |
|
2021
Q3 | $589K | Sell |
1,507
-61
| -4% | -$23.8K | 0.03% | 300 |
|
2021
Q2 | $628K | Hold |
1,568
| – | – | 0.04% | 292 |
|
2021
Q1 | $583K | Hold |
1,568
| – | – | 0.04% | 295 |
|
2020
Q4 | $550K | Hold |
1,568
| – | – | 0.04% | 300 |
|
2020
Q3 | $489K | Hold |
1,568
| – | – | 0.04% | 299 |
|
2020
Q2 | $462K | Hold |
1,568
| – | – | 0.04% | 298 |
|
2020
Q1 | $391K | Hold |
1,568
| – | – | 0.04% | 298 |
|
2019
Q4 | $461K | Hold |
1,568
| – | – | 0.03% | 338 |
|
2019
Q3 | $341K | Hold |
1,568
| – | – | 0.02% | 370 |
|
2019
Q2 | $383K | Buy |
+1,568
| New | +$383K | 0.03% | 361 |
|