CMBA
C.M. Bidwell & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.38K | Hold |
16
| – | – | 0.01% | 280 |
|
|
2024
Q4 | $8.09K | Sell |
16
-8
| -33% | -$4.05K | ﹤0.01% | 296 |
|
|
2024
Q3 | $14K | Buy |
24
+8
| +50% | +$4.68K | 0.01% | 267 |
|
|
2024
Q2 | $8.15K | Hold |
16
| – | – | 0.01% | 293 |
|
|
2024
Q1 | $7.92K | Sell |
16
-367
| -96% | -$182K | 0.01% | 298 |
|
|
2023
Q4 | $202K | Sell |
383
-164
| -30% | -$86.3K | 0.15% | 113 |
|
|
2023
Q3 | $276K | Sell |
547
-7
| -1% | -$3.53K | 0.21% | 80 |
|
|
2023
Q2 | $266K | Sell |
554
-85
| -13% | -$40.9K | 0.19% | 88 |
|
|
2023
Q1 | $302K | Sell |
639
-14
| -2% | -$6.62K | 0.23% | 73 |
|
|
2022
Q4 | $346K | Sell |
653
-6
| -0.9% | -$3.18K | 0.27% | 61 |
|
|
2022
Q3 | $333K | Sell |
659
-123
| -16% | -$62.2K | 0.28% | 59 |
|
|
2022
Q2 | $402K | Sell |
782
-24
| -3% | -$12.3K | 0.32% | 49 |
|
|
2022
Q1 | $411K | Sell |
806
-4
| -0.5% | -$2.04K | 0.27% | 58 |
|
|
2021
Q4 | $407K | Sell |
810
-30
| -4% | -$15.1K | 0.25% | 61 |
|
|
2021
Q3 | $328K | Sell |
840
-19
| -2% | -$7.42K | 0.22% | 76 |
|
|
2021
Q2 | $344K | Buy |
859
+57
| +7% | +$22.8K | 0.23% | 74 |
|
|
2021
Q1 | $298K | Buy |
802
+286
| +55% | +$106K | 0.22% | 69 |
|
|
2020
Q4 | $181K | Sell |
516
-321
| -38% | -$113K | 0.15% | 123 |
|
|
2020
Q3 | $261K | Sell |
837
-382
| -31% | -$119K | 0.24% | 75 |
|
|
2020
Q2 | $360K | Buy |
1,219
+1,203
| +7,519% | +$355K | 0.33% | 57 |
|
|
2020
Q1 | $4K | Sell |
16
-43
| -73% | -$10.8K | ﹤0.01% | 289 |
|
|
2019
Q4 | $17K | Sell |
59
-130
| -69% | -$37.5K | 0.02% | 294 |
|
|
2019
Q3 | $41K | Buy |
189
+43
| +29% | +$9.33K | 0.04% | 262 |
|
|
2019
Q2 | $36K | Hold |
146
| – | – | 0.04% | 273 |
|
|
2019
Q1 | $36K | Hold |
146
| – | – | 0.04% | 273 |
|
|
2018
Q4 | $36K | Buy |
146
+130
| +813% | +$32.1K | 0.04% | 267 |
|
|
2018
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 332 |
|
|
2018
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 351 |
|
|
2018
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 345 |
|
|
2017
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 334 |
|
|
2017
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 260 |
|
|
2017
Q2 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 276 |
|
|
2015
Q4 | – | Sell |
-50,605
| Closed | -$5.87M | – | 283 |
|
|
2015
Q3 | $5.87M | Buy |
50,605
+1,615
| +3% | +$187K | 1.44% | 19 |
|
|
2015
Q2 | $5.98M | Buy |
48,990
+2,940
| +6% | +$359K | 1.33% | 15 |
|
|
2015
Q1 | $5.45M | Sell |
46,050
-38,980
| -46% | -$4.61M | 1.2% | 22 |
|
|
2014
Q4 | $8.6M | Buy |
85,030
+45,945
| +118% | +$4.64M | 1.96% | 6 |
|
|
2014
Q3 | $3.37M | Sell |
39,085
-60
| -0.2% | -$5.18K | 0.79% | 67 |
|
|
2014
Q2 | $3.2M | Buy |
+39,145
| New | +$3.2M | 0.73% | 78 |
|