ACM
Azimuth Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $28.5M | Buy |
55,964
+31
| +0.1% | +$15.8K | 1.22% | 11 |
|
|
2021
Q4 | $28.1M | Sell |
55,933
-541
| -1% | -$272K | 1.13% | 12 |
|
|
2021
Q3 | $22.1M | Buy |
56,474
+630
| +1% | +$246K | 0.95% | 21 |
|
|
2021
Q2 | $22.4M | Buy |
55,844
+1,259
| +2% | +$504K | 0.97% | 19 |
|
|
2021
Q1 | $20.3M | Sell |
54,585
-893
| -2% | -$332K | 0.96% | 20 |
|
|
2020
Q4 | $19.5M | Buy |
55,478
+103
| +0.2% | +$36.1K | 0.97% | 27 |
|
|
2020
Q3 | $17.3M | Sell |
55,375
-86
| -0.2% | -$26.8K | 1.02% | 20 |
|
|
2020
Q2 | $16.4M | Buy |
55,461
+17,177
| +45% | +$5.07M | 1.04% | 22 |
|
|
2020
Q1 | $9.55M | Buy |
38,284
+14,745
| +63% | +$3.68M | 0.72% | 49 |
|
|
2019
Q4 | $6.92M | Sell |
23,539
-23,440
| -50% | -$6.89M | 0.42% | 86 |
|
|
2019
Q3 | $10.2M | Sell |
46,979
-19,259
| -29% | -$4.19M | 0.67% | 52 |
|
|
2019
Q2 | $16.2M | Sell |
66,238
-1,297
| -2% | -$316K | 1.07% | 20 |
|
|
2019
Q1 | $16.7M | Buy |
67,535
+4,755
| +8% | +$1.18M | 1.12% | 18 |
|
|
2018
Q4 | $15.6M | Buy |
62,780
+875
| +1% | +$218K | 1.2% | 15 |
|
|
2018
Q3 | $16.5M | Sell |
61,905
-509
| -0.8% | -$135K | 1.1% | 16 |
|
|
2018
Q2 | $15.3M | Sell |
62,414
-171
| -0.3% | -$42K | 1.1% | 15 |
|
|
2018
Q1 | $13.4M | Sell |
62,585
-489
| -0.8% | -$105K | 0.98% | 18 |
|
|
2017
Q4 | $13.9M | Sell |
63,074
-865
| -1% | -$191K | 1% | 19 |
|
|
2017
Q3 | $12.5M | Buy |
63,939
+1,154
| +2% | +$226K | 0.94% | 25 |
|
|
2017
Q2 | $11.6M | Sell |
62,785
-26,915
| -30% | -$4.99M | 0.92% | 30 |
|
|
2017
Q1 | $14.7M | Buy |
89,700
+445
| +0.5% | +$73K | 1.19% | 14 |
|
|
2016
Q4 | $14.3M | Sell |
89,255
-14,274
| -14% | -$2.28M | 1.22% | 13 |
|
|
2016
Q3 | $14.5M | Buy |
103,529
+992
| +1% | +$139K | 1.26% | 10 |
|
|
2016
Q2 | $14.5M | Sell |
102,537
-754
| -0.7% | -$106K | 1.3% | 10 |
|
|
2016
Q1 | $13.3M | Sell |
103,291
-1,580
| -2% | -$204K | 1.27% | 11 |
|
|
2015
Q4 | $12.3M | Buy |
104,871
+3,725
| +4% | +$438K | 1.2% | 14 |
|
|
2015
Q3 | $11.7M | Sell |
101,146
-15,011
| -13% | -$1.74M | 1.23% | 14 |
|
|
2015
Q2 | $14.2M | Sell |
116,157
-560
| -0.5% | -$68.3K | 1.38% | 8 |
|
|
2015
Q1 | $13.8M | Buy |
116,717
+1,852
| +2% | +$219K | 1.34% | 12 |
|
|
2014
Q4 | $11.6M | Buy |
114,865
+51,070
| +80% | +$5.16M | 1.2% | 14 |
|
|
2014
Q3 | $5.5M | Buy |
63,795
+2,095
| +3% | +$181K | 0.6% | 56 |
|
|
2014
Q2 | $5.04M | Buy |
61,700
+2,410
| +4% | +$197K | 0.56% | 61 |
|
|
2014
Q1 | $4.86M | Sell |
59,290
-34,888
| -37% | -$2.86M | 0.59% | 57 |
|
|
2013
Q4 | $7.09M | Buy |
94,178
+918
| +1% | +$69.1K | 0.84% | 29 |
|
|
2013
Q3 | $6.68M | Sell |
93,260
-1,635
| -2% | -$117K | 0.92% | 25 |
|
|
2013
Q2 | $6.21M | Buy |
+94,895
| New | +$6.21M | 1.1% | 16 |
|