CCM Investment Advisers’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 | $309K | Sell |
1,141
-279
| -20% | -$83.1K | 0.03% | 76 |
|
|
2025
Q4 | $469K | Hold |
1,420
| – | – | 0.04% | 70 |
|
|
2025
Q3 | $490K | Sell |
1,420
-6,996
| -83% | -$2.12M | 0.05% | 71 |
|
|
2025
Q2 | $2.63M | Sell |
8,416
-22,855
| -73% | -$8.74M | 0.28% | 55 |
|
|
2025
Q1 | $16.4M | Sell |
31,271
-1,075
| -3% | -$550K | 2.01% | 19 |
|
|
2024
Q4 | $16.4M | Buy |
32,346
+2,288
| +8% | +$1.3M | 1.81% | 21 |
|
|
2024
Q3 | $17.6M | Sell |
30,058
-191
| -0.6% | -$108K | 1.96% | 17 |
|
|
2024
Q2 | $15.4M | Sell |
30,249
-419
| -1% | -$205K | 1.81% | 20 |
|
|
2024
Q1 | $15.2M | Sell |
30,668
-1,072
| -3% | -$545K | 1.81% | 25 |
|
|
2023
Q4 | $16.7M | Buy |
31,740
+220
| +0.7% | +$117K | 2.06% | 13 |
|
|
2023
Q3 | $15.9M | Buy |
31,520
+954
| +3% | +$470K | 2.19% | 12 |
|
|
2023
Q2 | $14.7M | Buy |
30,566
+1,699
| +6% | +$831K | 1.97% | 16 |
|
|
2023
Q1 | $13.6M | Buy |
28,867
+2,224
| +8% | +$1.07M | 1.93% | 19 |
|
|
2022
Q4 | $14.1M | Sell |
26,643
-1,318
| -5% | -$698K | 2.24% | 11 |
|
|
2022
Q3 | $14.1M | Sell |
27,961
-2,067
| -7% | -$1.09M | 2.4% | 6 |
|
|
2022
Q2 | $15.4M | Sell |
30,028
-450
| -1% | -$226K | 2.48% | 4 |
|
|
2022
Q1 | $15.5M | Sell |
30,478
-5,520
| -15% | -$2.66M | 2.12% | 8 |
|
|
2021
Q4 | $18.1M | Sell |
35,998
-1,447
| -4% | -$655K | 2.19% | 9 |
|
|
2021
Q3 | $14.6M | Sell |
37,445
-97
| -0.3% | -$40.2K | 1.9% | 17 |
|
|
2021
Q2 | $15M | Sell |
37,542
-338
| -0.9% | -$135K | 1.92% | 15 |
|
|
2021
Q1 | $14.1M | Sell |
37,880
-279
| -0.7% | -$96.7K | 1.91% | 16 |
|
|
2020
Q4 | $13.4M | Sell |
38,159
-402
| -1% | -$135K | 1.94% | 18 |
|
|
2020
Q3 | $12M | Sell |
38,561
-345
| -0.9% | -$106K | 1.95% | 17 |
|
|
2020
Q2 | $11.5M | Sell |
38,906
-131
| -0.3% | -$37.5K | 1.96% | 16 |
|
|
2020
Q1 | $9.73M | Sell |
39,037
-2,171
| -5% | -$597K | 1.95% | 25 |
|
|
2019
Q4 | $12.1M | Sell |
41,208
-579
| -1% | -$151K | 1.89% | 25 |
|
|
2019
Q3 | $9.08M | Sell |
41,787
-223
| -0.5% | -$53.8K | 1.49% | 41 |
|
|
2019
Q2 | $10.3M | Sell |
42,010
-10,560
| -20% | -$2.54M | 1.72% | 32 |
|
|
2019
Q1 | $13M | Sell |
52,570
-535
| -1% | -$136K | 2.18% | 15 |
|
|
2018
Q4 | $13.2M | Buy |
53,105
+5,688
| +12% | +$1.5M | 2.63% | 7 |
|
|
2018
Q3 | $12.6M | Sell |
47,417
-907
| -2% | -$236K | 2.33% | 7 |
|
|
2018
Q2 | $11.9M | Sell |
48,324
-185
| -0.4% | -$44.4K | 2.26% | 7 |
|
|
2018
Q1 | $10.4M | Sell |
48,509
-763
| -2% | -$174K | 2.02% | 18 |
|
|
2017
Q4 | $10.9M | Sell |
49,272
-3,139
| -6% | -$665K | 2.09% | 16 |
|
|
2017
Q3 | $10.3M | Sell |
52,411
-1,933
| -4% | -$373K | 1.97% | 19 |
|
|
2017
Q2 | $10.1M | Buy |
54,344
+1,912
| +4% | +$335K | 1.97% | 17 |
|
|
2017
Q1 | $8.6M | Buy |
52,432
+578
| +1% | +$94.7K | 1.71% | 26 |
|
|
2016
Q4 | $8.3M | Buy |
51,854
+2,881
| +6% | +$430K | 1.75% | 29 |
|
|
2016
Q3 | $6.86M | Buy |
+48,973
| New | +$6.86M | 1.45% | 40 |
|
Other funds holding UNH
VCM
VPM
