CIBC Private Wealth Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $794M | Sell |
1,435,439
-3,299
| -0.2% | -$1.82M | 1.68% | 8 |
|
|
2024
Q4 | $755M | Sell |
1,438,738
-43,985
| -3% | -$23.1M | 1.37% | 11 |
|
|
2024
Q3 | $867M | Sell |
1,482,723
-13,779
| -0.9% | -$8.06M | 1.55% | 8 |
|
|
2024
Q2 | $732M | Sell |
1,496,502
-34,960
| -2% | -$17.1M | 1.37% | 9 |
|
|
2024
Q1 | $750M | Buy |
1,531,462
+85,529
| +6% | +$41.9M | 1.47% | 8 |
|
|
2023
Q4 | $761M | Sell |
1,445,933
-33,954
| -2% | -$17.9M | 1.61% | 7 |
|
|
2023
Q3 | $746M | Sell |
1,479,887
-44,348
| -3% | -$22.4M | 1.77% | 7 |
|
|
2023
Q2 | $733M | Sell |
1,524,235
-1,370
| -0.1% | -$658K | 1.6% | 6 |
|
|
2023
Q1 | $322M | Sell |
1,525,605
-18,915
| -1% | -$3.99M | 0.71% | 31 |
|
|
2022
Q4 | $754M | Buy |
1,544,520
+52,161
| +3% | +$25.5M | 2.53% | 4 |
|
|
2022
Q3 | $754M | Buy |
1,492,359
+16,939
| +1% | +$8.55M | 2.03% | 5 |
|
|
2022
Q2 | $758M | Sell |
1,475,420
-180
| -0% | -$92.5K | 1.97% | 5 |
|
|
2022
Q1 | $753M | Buy |
1,475,600
+24,166
| +2% | +$12.3M | 1.64% | 8 |
|
|
2021
Q4 | $729M | Buy |
1,451,434
+10,305
| +0.7% | +$5.17M | 1.51% | 10 |
|
|
2021
Q3 | $563M | Sell |
1,441,129
-82,418
| -5% | -$32.2M | 1.31% | 11 |
|
|
2021
Q2 | $610M | Buy |
1,523,547
+24
| +0% | +$9.61K | 1.4% | 10 |
|
|
2021
Q1 | $567M | Sell |
1,523,523
-80,875
| -5% | -$30.1M | 1.43% | 10 |
|
|
2020
Q4 | $563M | Buy |
1,604,398
+25,264
| +2% | +$8.86M | 1.49% | 8 |
|
|
2020
Q3 | $492M | Buy |
1,579,134
+321,008
| +26% | +$100M | 1.51% | 6 |
|
|
2020
Q2 | $371M | Sell |
1,258,126
-128,152
| -9% | -$37.8M | 1.8% | 6 |
|
|
2020
Q1 | $346M | Buy |
1,386,278
+146,233
| +12% | +$36.5M | 1.48% | 9 |
|
|
2019
Q4 | $365M | Sell |
1,240,045
-11,831
| -0.9% | -$3.48M | 1.19% | 13 |
|
|
2019
Q3 | $272M | Sell |
1,251,876
-13,209
| -1% | -$2.87M | 0.96% | 26 |
|
|
2019
Q2 | $309M | Buy |
1,265,085
+172,484
| +16% | +$42.1M | 1.08% | 17 |
|
|
2019
Q1 | $270M | Buy |
1,092,601
+14,164
| +1% | +$3.5M | 1.04% | 16 |
|
|
2018
Q4 | $269M | Buy |
1,078,437
+12,279
| +1% | +$3.06M | 1.2% | 11 |
|
|
2018
Q3 | $284M | Buy |
1,066,158
+36,757
| +4% | +$9.78M | 1.08% | 14 |
|
|
2018
Q2 | $253M | Buy |
1,029,401
+23,276
| +2% | +$5.71M | 1.03% | 15 |
|
|
2018
Q1 | $215M | Buy |
1,006,125
+23,881
| +2% | +$5.11M | 0.94% | 19 |
|
|
2017
Q4 | $217M | Sell |
982,244
-20,662
| -2% | -$4.56M | 0.92% | 22 |
|
|
2017
Q3 | $196M | Buy |
1,002,906
+10,836
| +1% | +$2.12M | 0.9% | 24 |
|
|
2017
Q2 | $184M | Sell |
992,070
-1,696
| -0.2% | -$314K | 1.15% | 20 |
|
|
2017
Q1 | $163M | Sell |
993,766
-99,126
| -9% | -$16.3M | 1.02% | 26 |
|
|
2016
Q4 | $175M | Buy |
1,092,892
+10,482
| +1% | +$1.68M | 1.16% | 23 |
|
|
2016
Q3 | $152M | Buy |
1,082,410
+19,145
| +2% | +$2.68M | 1.05% | 24 |
|
|
2016
Q2 | $150M | Buy |
1,063,265
+17,444
| +2% | +$2.46M | 1.1% | 22 |
|
|
2016
Q1 | $135M | Buy |
1,045,821
+35,654
| +4% | +$4.6M | 1.04% | 25 |
|
|
2015
Q4 | $119M | Buy |
1,010,167
+18,461
| +2% | +$2.17M | 0.93% | 33 |
|
|
2015
Q3 | $115M | Sell |
991,706
-144,224
| -13% | -$16.7M | 0.95% | 33 |
|
|
2015
Q2 | $139M | Buy |
1,135,930
+4,308
| +0.4% | +$526K | 1.01% | 25 |
|
|
2015
Q1 | $134M | Buy |
1,131,622
+9,655
| +0.9% | +$1.14M | 0.99% | 22 |
|
|
2014
Q4 | $113M | Buy |
1,121,967
+4,736
| +0.4% | +$479K | 0.87% | 32 |
|
|
2014
Q3 | $96.4M | Sell |
1,117,231
-6,264
| -0.6% | -$540K | 0.76% | 39 |
|
|
2014
Q2 | $91.8M | Buy |
1,123,495
+6,409
| +0.6% | +$524K | 0.75% | 36 |
|
|
2014
Q1 | $91.2M | Buy |
+1,117,086
| New | +$91.2M | 0.78% | 32 |
|