Arden Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.08M | Sell |
9,973
-427
| -4% | -$209K | 0.71% | 36 |
|
|
2024
Q1 | $5.14M | Sell |
10,400
-69
| -0.7% | -$35.1K | 0.72% | 35 |
|
|
2023
Q4 | $5.51M | Sell |
10,469
-405
| -4% | -$216K | 0.81% | 30 |
|
|
2023
Q3 | $5.48M | Sell |
10,874
-213
| -2% | -$105K | 0.91% | 28 |
|
|
2023
Q2 | $5.33M | Sell |
11,087
-2,887
| -21% | -$1.41M | 0.87% | 24 |
|
|
2023
Q1 | $6.6M | Sell |
13,974
-1,894
| -12% | -$914K | 1.19% | 22 |
|
|
2022
Q4 | $8.41M | Sell |
15,868
-2,363
| -13% | -$1.25M | 1.71% | 10 |
|
|
2022
Q3 | $9.21M | Sell |
18,231
-563
| -3% | -$296K | 2.33% | 6 |
|
|
2022
Q2 | $9.65M | Sell |
18,794
-1,046
| -5% | -$525K | 2.22% | 6 |
|
|
2022
Q1 | $10.1M | Sell |
19,840
-2,644
| -12% | -$1.28M | 1.98% | 10 |
|
|
2021
Q4 | $11.3M | Buy |
22,484
+243
| +1% | +$110K | 1.92% | 9 |
|
|
2021
Q3 | $8.69M | Buy |
22,241
+760
| +4% | +$315K | 1.49% | 11 |
|
|
2021
Q2 | $8.6M | Sell |
21,481
-1,894
| -8% | -$755K | 1.41% | 10 |
|
|
2021
Q1 | $8.7M | Sell |
23,375
-1,953
| -8% | -$677K | 1.46% | 13 |
|
|
2020
Q4 | $8.88M | Sell |
25,328
-906
| -3% | -$304K | 1.47% | 13 |
|
|
2020
Q3 | $8.18M | Sell |
26,234
-2,079
| -7% | -$639K | 1.47% | 13 |
|
|
2020
Q2 | $8.35M | Buy |
28,313
+2,747
| +11% | +$787K | 1.53% | 10 |
|
|
2020
Q1 | $6.38M | Sell |
25,566
-186
| -0.7% | -$51.2K | 1.27% | 11 |
|
|
2019
Q4 | $7.57M | Sell |
25,752
-1,880
| -7% | -$492K | 1.19% | 15 |
|
|
2019
Q3 | $6M | Sell |
27,632
-306
| -1% | -$73.8K | 0.98% | 16 |
|
|
2019
Q2 | $6.82M | Buy |
27,938
+561
| +2% | +$135K | 1.15% | 12 |
|
|
2019
Q1 | $6.77M | Sell |
27,377
-656
| -2% | -$167K | 1.09% | 13 |
|
|
2018
Q4 | $6.98M | Sell |
28,033
-1,754
| -6% | -$463K | 1.25% | 8 |
|
|
2018
Q3 | $7.92M | Sell |
29,787
-2,244
| -7% | -$584K | 1.23% | 9 |
|
|
2018
Q2 | $7.86M | Sell |
32,031
-1,897
| -6% | -$456K | 1.25% | 8 |
|
|
2018
Q1 | $7.26M | Sell |
33,928
-908
| -3% | -$207K | 1.13% | 9 |
|
|
2017
Q4 | $7.68M | Sell |
34,836
-1,041
| -3% | -$221K | 1.16% | 10 |
|
|
2017
Q3 | $7.03M | Sell |
35,877
-1,184
| -3% | -$229K | 1.07% | 12 |
|
|
2017
Q2 | $6.87M | Sell |
37,061
-731
| -2% | -$128K | 1.05% | 13 |
|
|
2017
Q1 | $6.2M | Sell |
37,792
-7,689
| -17% | -$1.26M | 0.97% | 18 |
|
|
2016
Q4 | $7.28M | Buy |
45,481
+6,043
| +15% | +$903K | 1.11% | 15 |
|
|
2016
Q3 | $5.52M | Sell |
39,438
-38,691
| -50% | -$5.42M | 0.85% | 19 |
|
|
2016
Q2 | $11K | Sell |
78,129
-3,854
| -5% | -$514K | 0.83% | 28 |
|
|
2016
Q1 | $10.6M | Buy |
81,983
+64
| +0.1% | +$7.57K | 0.85% | 27 |
|
|
2015
Q4 | $9.64M | Sell |
81,919
-2,451
| -3% | -$286K | 0.81% | 31 |
|
|
2015
Q3 | $9.79M | Buy |
84,370
+20,610
| +32% | +$2.47M | 0.81% | 25 |
|
|
2015
Q2 | $7.78K | Sell |
63,760
-3,943
| -6% | -$466K | 1.16% | 16 |
|
|
2015
Q1 | $8.01K | Buy |
67,703
+16,448
| +32% | +$1.83M | 1.16% | 16 |
|
|
2014
Q4 | $5.18M | Sell |
51,255
-6,513
| -11% | -$617K | 0.72% | 26 |
|
|
2014
Q3 | $4.98M | Sell |
57,768
-2,094
| -3% | -$177K | 0.69% | 28 |
|
|
2014
Q2 | $4.89M | Sell |
59,862
-3,712
| -6% | -$292K | 0.67% | 30 |
|
|
2014
Q1 | $5.21M | Sell |
63,574
-3,691
| -5% | -$278K | 0.64% | 27 |
|
|
2013
Q4 | $5.07M | Buy |
67,265
+72
| +0.1% | +$5.17K | 0.61% | 29 |
|
|
2013
Q3 | $4.81M | Sell |
67,193
-18,905
| -22% | -$1.35M | 0.61% | 26 |
|
|
2013
Q2 | $5.64M | Buy |
+86,098
| New | +$5.36M | 0.69% | 22 |
|
Other funds holding UNH
