Beck Mack & Oliver’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-888
| Closed | -$277K | – | 191 |
|
|
2025
Q2 | $277K | Sell |
888
-1,228
| -58% | -$469K | 0.01% | 160 |
|
|
2025
Q1 | $1.11M | Sell |
2,116
-5
| -0.2% | -$2.56K | 0.02% | 104 |
|
|
2024
Q4 | $1.07M | Buy |
2,121
+116
| +6% | +$65.9K | 0.02% | 103 |
|
|
2024
Q3 | $1.17M | Sell |
2,005
-97
| -5% | -$54.9K | 0.02% | 104 |
|
|
2024
Q2 | $1.07M | Sell |
2,102
-25
| -1% | -$12.3K | 0.02% | 104 |
|
|
2024
Q1 | $1.05M | Buy |
2,127
+416
| +24% | +$211K | 0.02% | 109 |
|
|
2023
Q4 | $901K | Buy |
1,711
+652
| +62% | +$348K | 0.02% | 113 |
|
|
2023
Q3 | $534K | Buy |
1,059
+55
| +5% | +$27.1K | 0.01% | 120 |
|
|
2023
Q2 | $483K | Hold |
1,004
| – | – | 0.01% | 126 |
|
|
2023
Q1 | $474K | Hold |
1,004
| – | – | 0.01% | 132 |
|
|
2022
Q4 | $532K | Hold |
1,004
| – | – | 0.02% | 128 |
|
|
2022
Q3 | $507K | Sell |
1,004
-8
| -0.8% | -$4.21K | 0.02% | 131 |
|
|
2022
Q2 | $520K | Buy |
1,012
+401
| +66% | +$201K | 0.02% | 133 |
|
|
2022
Q1 | $312K | Sell |
611
-20
| -3% | -$9.65K | 0.01% | 158 |
|
|
2021
Q4 | $317K | Sell |
631
-1,290
| -67% | -$584K | 0.01% | 161 |
|
|
2021
Q3 | $751K | Buy |
1,921
+200
| +12% | +$82.8K | 0.02% | 129 |
|
|
2021
Q2 | $689K | Buy |
1,721
+500
| +41% | +$199K | 0.02% | 132 |
|
|
2021
Q1 | $454K | Sell |
1,221
-640
| -34% | -$222K | 0.01% | 138 |
|
|
2020
Q4 | $653K | Sell |
1,861
-686
| -27% | -$230K | 0.02% | 132 |
|
|
2020
Q3 | $794K | Hold |
2,547
| – | – | 0.03% | 118 |
|
|
2020
Q2 | $751K | Sell |
2,547
-100
| -4% | -$28.7K | 0.03% | 116 |
|
|
2020
Q1 | $660K | Sell |
2,647
-21
| -0.8% | -$5.78K | 0.03% | 118 |
|
|
2019
Q4 | $784K | Hold |
2,668
| – | – | 0.03% | 126 |
|
|
2019
Q3 | $580K | Sell |
2,668
-35
| -1% | -$8.45K | 0.02% | 141 |
|
|
2019
Q2 | $660K | Sell |
2,703
-69
| -2% | -$16.6K | 0.02% | 138 |
|
|
2019
Q1 | $685K | Sell |
2,772
-5
| -0.2% | -$1.27K | 0.02% | 137 |
|
|
2018
Q4 | $692K | Sell |
2,777
-221
| -7% | -$58.4K | 0.03% | 135 |
|
|
2018
Q3 | $798K | Sell |
2,998
-225
| -7% | -$58.5K | 0.03% | 138 |
|
|
2018
Q2 | $791K | Buy |
3,223
+742
| +30% | +$178K | 0.03% | 133 |
|
|
2018
Q1 | $531K | Buy |
2,481
+23
| +0.9% | +$5.25K | 0.02% | 148 |
|
|
2017
Q4 | $542K | Sell |
2,458
-110
| -4% | -$23.3K | 0.02% | 150 |
|
|
2017
Q3 | $503K | Sell |
2,568
-67
| -3% | -$12.9K | 0.02% | 154 |
|
|
2017
Q2 | $489K | Sell |
2,635
-33
| -1% | -$5.79K | 0.02% | 160 |
|
|
2017
Q1 | $438K | Sell |
2,668
-40
| -1% | -$6.55K | 0.02% | 163 |
|
|
2016
Q4 | $433K | Hold |
2,708
| – | – | 0.02% | 163 |
|
|
2016
Q3 | $379K | Buy |
2,708
+8
| +0.3% | +$1.12K | 0.01% | 178 |
|
|
2016
Q2 | $381K | Sell |
2,700
-22
| -0.8% | -$2.93K | 0.01% | 208 |
|
|
2016
Q1 | $351K | Hold |
2,722
| – | – | 0.01% | 207 |
|
|
2015
Q4 | $320K | Sell |
2,722
-100
| -4% | -$11.7K | 0.01% | 221 |
|
|
2015
Q3 | $327K | Sell |
2,822
-25
| -0.9% | -$2.99K | 0.01% | 242 |
|
|
2015
Q2 | $347K | Sell |
2,847
-281
| -9% | -$33.2K | 0.01% | 257 |
|
|
2015
Q1 | $370K | Hold |
3,128
| – | – | 0.01% | 257 |
|
|
2014
Q4 | $316K | Sell |
3,128
-94
| -3% | -$8.91K | 0.01% | 278 |
|
|
2014
Q3 | $278K | Hold |
3,222
| – | – | 0.01% | 293 |
|
|
2014
Q2 | $263K | Buy |
3,222
+200
| +7% | +$15.7K | 0.01% | 312 |
|
|
2014
Q1 | $248K | Hold |
3,022
| – | – | 0.01% | 308 |
|
|
2013
Q4 | $228K | Hold |
3,022
| – | – | 0.01% | 331 |
|
|
2013
Q3 | $216K | Buy |
+3,022
| New | +$216K | 0.01% | 326 |
|
Other funds holding UNH
