AHB
Abner Herrman & Brock’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,412
| Closed | -$12.3M | – | 57 |
|
|
2024
Q4 | $12.3M | Buy |
24,412
+737
| +3% | +$373K | 1.53% | 30 |
|
|
2024
Q3 | $13.8M | Sell |
23,675
-101
| -0.4% | -$59.1K | 1.67% | 29 |
|
|
2024
Q2 | $12.1M | Sell |
23,776
-495
| -2% | -$252K | 1.53% | 29 |
|
|
2024
Q1 | $12M | Sell |
24,271
-21
| -0.1% | -$10.4K | 1.5% | 32 |
|
|
2023
Q4 | $12.8M | Sell |
24,292
-67
| -0.3% | -$35.3K | 1.8% | 29 |
|
|
2023
Q3 | $12.3M | Buy |
24,359
+210
| +0.9% | +$106K | 1.88% | 29 |
|
|
2023
Q2 | $11.6M | Sell |
24,149
-13,256
| -35% | -$6.37M | 1.7% | 30 |
|
|
2023
Q1 | $17.7M | Buy |
37,405
+901
| +2% | +$426K | 2.67% | 14 |
|
|
2022
Q4 | $19.4M | Sell |
36,504
-494
| -1% | -$262K | 2.97% | 9 |
|
|
2022
Q3 | $18.7M | Sell |
36,998
-194
| -0.5% | -$98K | 3.43% | 4 |
|
|
2022
Q2 | $19.1M | Sell |
37,192
-1,261
| -3% | -$648K | 3.3% | 7 |
|
|
2022
Q1 | $19.6M | Sell |
38,453
-928
| -2% | -$473K | 2.75% | 11 |
|
|
2021
Q4 | $19.8M | Sell |
39,381
-559
| -1% | -$281K | 2.58% | 14 |
|
|
2021
Q3 | $15.6M | Sell |
39,940
-1,550
| -4% | -$606K | 2.2% | 18 |
|
|
2021
Q2 | $16.6M | Sell |
41,490
-2,461
| -6% | -$985K | 2.32% | 16 |
|
|
2021
Q1 | $16.4M | Sell |
43,951
-691
| -2% | -$257K | 2.47% | 14 |
|
|
2020
Q4 | $15.7M | Sell |
44,642
-539
| -1% | -$189K | 2.44% | 14 |
|
|
2020
Q3 | $14.1M | Sell |
45,181
-2,502
| -5% | -$780K | 2.37% | 13 |
|
|
2020
Q2 | $14.1M | Buy |
47,683
+922
| +2% | +$272K | 2.53% | 13 |
|
|
2020
Q1 | $11.7M | Sell |
46,761
-2,460
| -5% | -$613K | 2.64% | 15 |
|
|
2019
Q4 | $14.5M | Sell |
49,221
-4,545
| -8% | -$1.34M | 2.15% | 19 |
|
|
2019
Q3 | $11.7M | Sell |
53,766
-269
| -0.5% | -$58.5K | 1.73% | 25 |
|
|
2019
Q2 | $13.2M | Buy |
54,035
+962
| +2% | +$235K | 1.89% | 23 |
|
|
2019
Q1 | $13.1M | Buy |
53,073
+9,847
| +23% | +$2.43M | 2.02% | 23 |
|
|
2018
Q4 | $10.8M | Buy |
43,226
+2,872
| +7% | +$715K | 1.97% | 21 |
|
|
2018
Q3 | $10.7M | Buy |
40,354
+2,680
| +7% | +$713K | 1.53% | 30 |
|
|
2018
Q2 | $9.24M | Sell |
37,674
-60
| -0.2% | -$14.7K | 1.44% | 30 |
|
|
2018
Q1 | $8.08M | Buy |
37,734
+4,306
| +13% | +$921K | 1.28% | 33 |
|
|
2017
Q4 | $7.37M | Buy |
33,428
+2,669
| +9% | +$588K | 1.24% | 32 |
|
|
2017
Q3 | $6.02M | Buy |
30,759
+894
| +3% | +$175K | 1.07% | 39 |
|
|
2017
Q2 | $5.54M | Sell |
29,865
-646
| -2% | -$120K | 1.05% | 36 |
|
|
2017
Q1 | $5M | Buy |
30,511
+2,098
| +7% | +$344K | 1% | 39 |
|
|
2016
Q4 | $4.61M | Sell |
28,413
-10,530
| -27% | -$1.71M | 0.97% | 41 |
|
|
2016
Q3 | $5.45M | Buy |
38,943
+34,878
| +858% | +$4.88M | 1.24% | 40 |
|
|
2016
Q2 | $570K | Buy |
+4,065
| New | +$570K | 0.13% | 68 |
|
|
2014
Q1 | – | Sell |
-2,879
| Closed | -$214K | – | 113 |
|
|
2013
Q4 | $214K | Sell |
2,879
-36,251
| -93% | -$2.69M | 0.08% | 88 |
|
|
2013
Q3 | $2.8M | Sell |
39,130
-29,838
| -43% | -$2.14M | 1.86% | 20 |
|
|
2013
Q2 | $4.52M | Buy |
+68,968
| New | +$4.52M | 1.91% | 19 |
|