AMCA
Arthur M. Cohen & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,041
| Closed | -$1.07M | – | 128 |
|
|
2025
Q1 | $1.07M | Sell |
2,041
-639
| -24% | -$335K | 0.2% | 63 |
|
|
2024
Q4 | $1.36M | Sell |
2,680
-50
| -2% | -$25.3K | 0.24% | 54 |
|
|
2024
Q3 | $1.59M | Buy |
2,730
+120
| +5% | +$70K | 0.29% | 46 |
|
|
2024
Q2 | $1.33M | Buy |
2,610
+83
| +3% | +$42.3K | 0.24% | 51 |
|
|
2024
Q1 | $1.25M | Buy |
2,527
+40
| +2% | +$19.8K | 0.26% | 51 |
|
|
2023
Q4 | $1.31M | Sell |
2,487
-365
| -13% | -$192K | 0.31% | 49 |
|
|
2023
Q3 | $1.44M | Buy |
2,852
+90
| +3% | +$45.4K | 0.37% | 42 |
|
|
2023
Q2 | $1.33M | Buy |
2,762
+60
| +2% | +$28.8K | 0.33% | 46 |
|
|
2023
Q1 | $1.28M | Buy |
2,702
+150
| +6% | +$70.9K | 0.34% | 45 |
|
|
2022
Q4 | $1.35M | Buy |
2,552
+62
| +2% | +$32.9K | 0.37% | 38 |
|
|
2022
Q3 | $1.26M | Sell |
2,490
-520
| -17% | -$263K | 0.35% | 40 |
|
|
2022
Q2 | $1.55M | Hold |
3,010
| – | – | 0.38% | 40 |
|
|
2022
Q1 | $1.54M | Sell |
3,010
-800
| -21% | -$408K | 0.32% | 47 |
|
|
2021
Q4 | $1.91M | Sell |
3,810
-780
| -17% | -$392K | 0.36% | 42 |
|
|
2021
Q3 | $1.79M | Hold |
4,590
| – | – | 0.36% | 41 |
|
|
2021
Q2 | $1.84M | Buy |
4,590
+34
| +0.7% | +$13.6K | 0.36% | 45 |
|
|
2021
Q1 | $1.7M | Hold |
4,556
| – | – | 0.39% | 43 |
|
|
2020
Q4 | $1.6M | Hold |
4,556
| – | – | 0.38% | 42 |
|
|
2020
Q3 | $1.42M | Hold |
4,556
| – | – | 0.37% | 41 |
|
|
2020
Q2 | $1.34M | Buy |
4,556
+35
| +0.8% | +$10.3K | 0.41% | 36 |
|
|
2020
Q1 | $1.07M | Buy |
4,521
+166
| +4% | +$39.4K | 0.43% | 36 |
|
|
2019
Q4 | $1.3M | Hold |
4,355
| – | – | 0.4% | 40 |
|
|
2019
Q3 | $946 | Sell |
4,355
-8
| -0.2% | -$2 | 0.27% | 50 |
|
|
2019
Q2 | $1.07M | Hold |
4,363
| – | – | 0.36% | 41 |
|
|
2019
Q1 | $1.08M | Hold |
4,363
| – | – | 0.39% | 40 |
|
|
2018
Q4 | $1.09K | Hold |
4,363
| – | – | 0.35% | 40 |
|
|
2018
Q3 | $1.16K | Hold |
4,363
| – | – | 0.35% | 41 |
|
|
2018
Q2 | $1.07M | Hold |
4,363
| – | – | 0.4% | 40 |
|
|
2018
Q1 | $948K | Hold |
4,363
| – | – | 0.36% | 46 |
|
|
2017
Q4 | $1.09K | Buy |
+4,363
| New | +$1.09K | 0.3% | 38 |
|
|
2017
Q2 | $804K | Buy |
4,308
+20
| +0.5% | +$3.73K | 0.32% | 50 |
|
|
2017
Q1 | $703K | Hold |
4,288
| – | – | 0.31% | 50 |
|
|
2016
Q4 | $686K | Buy |
+4,288
| New | +$686K | 0.36% | 46 |
|
|
2014
Q3 | $854K | Buy |
+4,363
| New | +$854K | 0.4% | 48 |
|