CVM
Cheviot Value Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
1,045
-24
| -2% | -$6.02K | 0.03% | 104 |
|
|
2025
Q1 | $433K | Hold |
1,069
| – | – | 0.05% | 77 |
|
|
2024
Q4 | $541K | Buy |
1,069
+118
| +12% | +$59.7K | 0.1% | 48 |
|
|
2024
Q3 | $556K | Sell |
951
-5
| -0.5% | -$2.92K | 0.1% | 47 |
|
|
2024
Q2 | $487K | Sell |
956
-125
| -12% | -$63.7K | 0.1% | 51 |
|
|
2024
Q1 | $535K | Buy |
1,081
+96
| +10% | +$47.5K | 0.12% | 41 |
|
|
2023
Q4 | $519K | Hold |
985
| – | – | 0.11% | 51 |
|
|
2023
Q3 | $497K | Buy |
985
+24
| +2% | +$12.1K | 0.11% | 51 |
|
|
2023
Q2 | $462K | Buy |
961
+252
| +36% | +$121K | 0.1% | 52 |
|
|
2023
Q1 | $335K | Buy |
709
+63
| +10% | +$29.8K | 0.08% | 55 |
|
|
2022
Q4 | $342K | Hold |
646
| – | – | 0.08% | 53 |
|
|
2022
Q3 | $326K | Hold |
646
| – | – | 0.09% | 53 |
|
|
2022
Q2 | $332K | Hold |
646
| – | – | 0.08% | 57 |
|
|
2022
Q1 | $329K | Hold |
646
| – | – | 0.07% | 60 |
|
|
2021
Q4 | $324K | Sell |
646
-17
| -3% | -$8.53K | 0.08% | 58 |
|
|
2021
Q3 | $259K | Hold |
663
| – | – | 0.07% | 65 |
|
|
2021
Q2 | $265K | Buy |
663
+17
| +3% | +$6.8K | 0.07% | 67 |
|
|
2021
Q1 | $240K | Buy |
+646
| New | +$240K | 0.07% | 66 |
|