W.H. Cornerstone Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
664
-331
| -33% | -$103K | 0.13% | 111 |
|
|
2025
Q1 | $521K | Sell |
995
-200
| -17% | -$105K | 0.36% | 65 |
|
|
2024
Q4 | $604K | Sell |
1,195
-42
| -3% | -$21.2K | 0.4% | 60 |
|
|
2024
Q3 | $723K | Sell |
1,237
-85
| -6% | -$49.7K | 0.49% | 50 |
|
|
2024
Q2 | $673K | Sell |
1,322
-456
| -26% | -$232K | 0.48% | 52 |
|
|
2024
Q1 | $880K | Buy |
1,778
+174
| +11% | +$86.1K | 0.63% | 48 |
|
|
2023
Q4 | $845K | Buy |
1,604
+28
| +2% | +$14.8K | 0.67% | 45 |
|
|
2023
Q3 | $795K | Buy |
1,576
+136
| +9% | +$68.6K | 0.7% | 48 |
|
|
2023
Q2 | $692K | Buy |
1,440
+164
| +13% | +$78.8K | 0.62% | 53 |
|
|
2023
Q1 | $603K | Sell |
1,276
-1,940
| -60% | -$917K | 0.55% | 56 |
|
|
2022
Q4 | $1.57M | Buy |
3,216
+99
| +3% | +$48.5K | 1.5% | 16 |
|
|
2022
Q3 | $1.56M | Buy |
+3,117
| New | +$1.56M | 1.64% | 13 |
|