Cambridge Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $448K | Sell |
1,655
-467
| -22% | -$139K | 0.09% | 124 |
|
|
2025
Q4 | $700K | Hold |
2,122
| – | – | 0.13% | 101 |
|
|
2025
Q3 | $733K | Hold |
2,122
| – | – | 0.14% | 97 |
|
|
2025
Q2 | $662K | Hold |
2,122
| – | – | 0.14% | 97 |
|
|
2025
Q1 | $1.11M | Hold |
2,122
| – | – | 0.24% | 67 |
|
|
2024
Q4 | $1.07M | Sell |
2,122
-685
| -24% | -$389K | 0.24% | 69 |
|
|
2024
Q3 | $1.64M | Hold |
2,807
| – | – | 0.36% | 46 |
|
|
2024
Q2 | $1.43M | Hold |
2,807
| – | – | 0.33% | 49 |
|
|
2024
Q1 | $1.39M | Hold |
2,807
| – | – | 0.33% | 52 |
|
|
2023
Q4 | $1.48M | Sell |
2,807
-200
| -7% | -$107K | 0.37% | 42 |
|
|
2023
Q3 | $1.52M | Sell |
3,007
-25
| -0.8% | -$12.3K | 0.41% | 37 |
|
|
2023
Q2 | $1.46M | Sell |
3,032
-73
| -2% | -$35.7K | 0.37% | 40 |
|
|
2023
Q1 | $1.47M | Sell |
3,105
-25
| -0.8% | -$12.1K | 0.38% | 42 |
|
|
2022
Q4 | $1.66M | Buy |
3,130
+7
| +0.2% | +$3.71K | 0.45% | 35 |
|
|
2022
Q3 | $1.58M | Sell |
3,123
-50
| -2% | -$26.3K | 0.45% | 33 |
|
|
2022
Q2 | $1.63M | Sell |
3,173
-25
| -0.8% | -$12.6K | 0.45% | 31 |
|
|
2022
Q1 | $1.63M | Buy |
3,198
+25
| +0.8% | +$12.1K | 0.39% | 38 |
|
|
2021
Q4 | $1.59M | Sell |
3,173
-230
| -7% | -$104K | 0.36% | 45 |
|
|
2021
Q3 | $1.33M | Sell |
3,403
-40
| -1% | -$16.6K | 0.32% | 55 |
|
|
2021
Q2 | $1.38M | Hold |
3,443
| – | – | 0.33% | 50 |
|
|
2021
Q1 | $1.28M | Buy |
3,443
+40
| +1% | +$13.9K | 0.33% | 51 |
|
|
2020
Q4 | $1.19M | Hold |
3,403
| – | – | 0.32% | 56 |
|
|
2020
Q3 | $1.06M | Hold |
3,403
| – | – | 0.31% | 57 |
|
|
2020
Q2 | $1M | Sell |
3,403
-50
| -1% | -$14.3K | 0.31% | 57 |
|
|
2020
Q1 | $861K | Sell |
3,453
-153
| -4% | -$42.1K | 0.31% | 55 |
|
|
2019
Q4 | $1.06M | Sell |
3,606
-1,062
| -23% | -$278K | 0.32% | 57 |
|
|
2019
Q3 | $1.01M | Sell |
4,668
-250
| -5% | -$60.3K | 0.33% | 49 |
|
|
2019
Q2 | $1.2M | Sell |
4,918
-400
| -8% | -$96.2K | 0.4% | 42 |
|
|
2019
Q1 | $1.31M | Sell |
5,318
-526
| -9% | -$134K | 0.45% | 39 |
|
|
2018
Q4 | $1.46M | Hold |
5,844
| – | – | 0.54% | 34 |
|
|
2018
Q3 | $1.55M | Sell |
5,844
-16
| -0.3% | -$4.16K | 0.53% | 37 |
|
|
2018
Q2 | $1.44M | Hold |
5,860
| – | – | 0.51% | 37 |
|
|
2018
Q1 | $1.25M | Hold |
5,860
| – | – | 0.45% | 39 |
|
|
2017
Q4 | $1.29M | Hold |
5,860
| – | – | 0.47% | 36 |
|
|
2017
Q3 | $1.15M | Sell |
5,860
-200
| -3% | -$38.6K | 0.44% | 41 |
|
|
2017
Q2 | $1.12M | Sell |
6,060
-150
| -2% | -$26.3K | 0.45% | 44 |
|
|
2017
Q1 | $1.02M | Hold |
6,210
| – | – | 0.42% | 49 |
|
|
2016
Q4 | $994K | Sell |
6,210
-200
| -3% | -$29.9K | 0.44% | 51 |
|
|
2016
Q3 | $897K | Hold |
6,410
| – | – | 0.4% | 56 |
|
|
2016
Q2 | $905K | Hold |
6,410
| – | – | 0.41% | 54 |
|
|
2016
Q1 | $826K | Sell |
6,410
-100
| -2% | -$11.8K | 0.38% | 58 |
|
|
2015
Q4 | $766K | Hold |
6,510
| – | – | 0.43% | 59 |
|
|
2015
Q3 | $755K | Hold |
6,510
| – | – | 0.45% | 58 |
|
|
2015
Q2 | $794K | Hold |
6,510
| – | – | 0.45% | 60 |
|
|
2015
Q1 | $770K | Hold |
6,510
| – | – | 0.45% | 58 |
|
|
2014
Q4 | $658K | Buy |
+6,510
| New | +$617K | 0.4% | 61 |
|
Other funds holding UNH
VCM
VPM
