AAM
Auxier Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
64,552
+656
| +1% | +$205K | 2.96% | 4 |
|
|
2025
Q1 | $33.5M | Sell |
63,896
-920
| -1% | -$482K | 4.99% | 3 |
|
|
2024
Q4 | $32.8M | Sell |
64,816
-1,725
| -3% | -$873K | 5.08% | 2 |
|
|
2024
Q3 | $38.9M | Sell |
66,541
-34
| -0.1% | -$19.9K | 5.75% | 2 |
|
|
2024
Q2 | $33.9M | Sell |
66,575
-660
| -1% | -$336K | 5.37% | 2 |
|
|
2024
Q1 | $33.3M | Sell |
67,235
-187
| -0.3% | -$92.5K | 5.06% | 2 |
|
|
2023
Q4 | $35.5M | Sell |
67,422
-12,075
| -15% | -$6.36M | 5.74% | 2 |
|
|
2023
Q3 | $40.1M | Buy |
79,497
+53
| +0.1% | +$26.7K | 6.84% | 1 |
|
|
2023
Q2 | $38.2M | Sell |
79,444
-2,405
| -3% | -$1.16M | 6.34% | 2 |
|
|
2023
Q1 | $38.7M | Buy |
81,849
+125
| +0.2% | +$59.1K | 6.68% | 1 |
|
|
2022
Q4 | $43.3M | Sell |
81,724
-38
| -0% | -$20.1K | 7.48% | 1 |
|
|
2022
Q3 | $41.3M | Sell |
81,762
-3,197
| -4% | -$1.61M | 7.96% | 1 |
|
|
2022
Q2 | $43.6M | Sell |
84,959
-958
| -1% | -$492K | 7.79% | 1 |
|
|
2022
Q1 | $43.8M | Sell |
85,917
-728
| -0.8% | -$371K | 6.95% | 1 |
|
|
2021
Q4 | $43.5M | Sell |
86,645
-189
| -0.2% | -$94.9K | 6.75% | 1 |
|
|
2021
Q3 | $33.9M | Sell |
86,834
-157
| -0.2% | -$61.3K | 5.74% | 2 |
|
|
2021
Q2 | $34.8M | Sell |
86,991
-823
| -0.9% | -$330K | 5.77% | 1 |
|
|
2021
Q1 | $32.7M | Sell |
87,814
-120
| -0.1% | -$44.6K | 5.62% | 1 |
|
|
2020
Q4 | $30.8M | Sell |
87,934
-195
| -0.2% | -$68.4K | 5.72% | 1 |
|
|
2020
Q3 | $27.5M | Hold |
88,129
| – | – | 5.75% | 1 |
|
|
2020
Q2 | $26M | Hold |
88,129
| – | – | 5.73% | 1 |
|
|
2020
Q1 | $22M | Sell |
88,129
-725
| -0.8% | -$181K | 5.49% | 1 |
|
|
2019
Q4 | $26.1M | Sell |
88,854
-15
| -0% | -$4.41K | 4.86% | 1 |
|
|
2019
Q3 | $19.3M | Sell |
88,869
-5
| -0% | -$1.09K | 3.88% | 1 |
|
|
2019
Q2 | $21.7M | Buy |
88,874
+875
| +1% | +$214K | 4.32% | 1 |
|
|
2019
Q1 | $21.8M | Sell |
87,999
-1,620
| -2% | -$401K | 4.47% | 1 |
|
|
2018
Q4 | $22.3M | Sell |
89,619
-2,070
| -2% | -$516K | 4.97% | 1 |
|
|
2018
Q3 | $24.4M | Sell |
91,689
-315
| -0.3% | -$83.8K | 4.6% | 1 |
|
|
2018
Q2 | $22.6M | Sell |
92,004
-1,615
| -2% | -$396K | 4.52% | 1 |
|
|
2018
Q1 | $20M | Sell |
93,619
-8,855
| -9% | -$1.9M | 4.01% | 2 |
|
|
2017
Q4 | $22.6M | Sell |
102,474
-780
| -0.8% | -$172K | 4.34% | 1 |
|
|
2017
Q3 | $20.2M | Sell |
103,254
-325
| -0.3% | -$63.7K | 4.11% | 2 |
|
|
2017
Q2 | $19.2M | Sell |
103,579
-2,500
| -2% | -$464K | 3.92% | 2 |
|
|
2017
Q1 | $17.4M | Sell |
106,079
-12,121
| -10% | -$1.99M | 3.64% | 2 |
|
|
2016
Q4 | $18.9M | Sell |
118,200
-315
| -0.3% | -$50.4K | 4.11% | 1 |
|
|
2016
Q3 | $16.6M | Sell |
118,515
-560
| -0.5% | -$78.4K | 3.71% | 2 |
|
|
2016
Q2 | $16.8M | Hold |
119,075
| – | – | 3.85% | 2 |
|
|
2016
Q1 | $15.3M | Sell |
119,075
-200
| -0.2% | -$25.8K | 3.63% | 3 |
|
|
2015
Q4 | $14M | Sell |
119,275
-7,450
| -6% | -$876K | 3.18% | 4 |
|
|
2015
Q3 | $14.7M | Sell |
126,725
-4,250
| -3% | -$493K | 3.43% | 3 |
|
|
2015
Q2 | $16M | Sell |
130,975
-3,275
| -2% | -$400K | 3.33% | 1 |
|
|
2015
Q1 | $15.9M | Sell |
134,250
-2,945
| -2% | -$348K | 3.21% | 3 |
|
|
2014
Q4 | $13.9M | Sell |
137,195
-800
| -0.6% | -$80.9K | 2.77% | 6 |
|
|
2014
Q3 | $11.9M | Hold |
137,995
| – | – | 2.48% | 7 |
|
|
2014
Q2 | $11.3M | Sell |
137,995
-1,450
| -1% | -$119K | 2.31% | 8 |
|
|
2014
Q1 | $11.4M | Sell |
139,445
-50
| -0% | -$4.1K | 2.44% | 5 |
|
|
2013
Q4 | $10.5M | Buy |
139,495
+9,090
| +7% | +$684K | 2.21% | 8 |
|
|
2013
Q3 | $9.34M | Buy |
130,405
+3,500
| +3% | +$251K | 2.16% | 8 |
|
|
2013
Q2 | $8.31M | Buy |
+126,905
| New | +$8.31M | 2.01% | 13 |
|