CWM
CIBC World Markets’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.2M | Buy |
289,107
+3,173
| +1% | +$990K | 0.57% | 24 |
|
|
2025
Q1 | $150M | Sell |
285,934
-132,437
| -32% | -$69.4M | 1.18% | 14 |
|
|
2024
Q4 | $212M | Buy |
418,371
+16,984
| +4% | +$8.59M | 1.24% | 14 |
|
|
2024
Q3 | $235M | Buy |
401,387
+25,696
| +7% | +$15M | 1.69% | 10 |
|
|
2024
Q2 | $191M | Buy |
375,691
+73,981
| +25% | +$37.7M | 1.25% | 12 |
|
|
2024
Q1 | $149M | Buy |
301,710
+87,430
| +41% | +$43.3M | 0.98% | 16 |
|
|
2023
Q4 | $113M | Buy |
214,280
+70,326
| +49% | +$37M | 0.61% | 22 |
|
|
2023
Q3 | $72.6M | Sell |
143,954
-17,151
| -11% | -$8.65M | 0.71% | 27 |
|
|
2023
Q2 | $77.4M | Buy |
161,105
+62,934
| +64% | +$30.2M | 0.63% | 32 |
|
|
2023
Q1 | $46.4M | Sell |
98,171
-89,576
| -48% | -$42.3M | 0.76% | 24 |
|
|
2022
Q4 | $99.5M | Buy |
187,747
+149,676
| +393% | +$79.4M | 0.67% | 19 |
|
|
2022
Q3 | $19.2M | Sell |
38,071
-122,977
| -76% | -$62.1M | 0.27% | 48 |
|
|
2022
Q2 | $82.7M | Sell |
161,048
-171,295
| -52% | -$88M | 0.78% | 18 |
|
|
2022
Q1 | $169M | Buy |
332,343
+27,011
| +9% | +$13.8M | 1.32% | 11 |
|
|
2021
Q4 | $153M | Sell |
305,332
-101,676
| -25% | -$51.1M | 0.82% | 26 |
|
|
2021
Q3 | $159M | Buy |
407,008
+157,821
| +63% | +$61.7M | 1.08% | 15 |
|
|
2021
Q2 | $99.8M | Buy |
249,187
+30,357
| +14% | +$12.2M | 0.69% | 23 |
|
|
2021
Q1 | $81.4M | Sell |
218,830
-265,213
| -55% | -$98.7M | 0.51% | 35 |
|
|
2020
Q4 | $170M | Buy |
484,043
+175,032
| +57% | +$61.4M | 0.85% | 23 |
|
|
2020
Q3 | $96.3M | Buy |
309,011
+202,244
| +189% | +$63.1M | 0.94% | 20 |
|
|
2020
Q2 | $31.5M | Sell |
106,767
-193,957
| -64% | -$57.2M | 0.34% | 75 |
|
|
2020
Q1 | $75M | Sell |
300,724
-118,362
| -28% | -$29.5M | 0.96% | 23 |
|
|
2019
Q4 | $123M | Sell |
419,086
-73,842
| -15% | -$21.7M | 0.8% | 19 |
|
|
2019
Q3 | $107M | Buy |
492,928
+83,336
| +20% | +$18.1M | 1% | 11 |
|
|
2019
Q2 | $99.9M | Buy |
409,592
+87,905
| +27% | +$21.4M | 0.77% | 18 |
|
|
2019
Q1 | $79.5M | Sell |
321,687
-13,798
| -4% | -$3.41M | 0.65% | 26 |
|
|
2018
Q4 | $83.6M | Sell |
335,485
-185,611
| -36% | -$46.2M | 0.78% | 22 |
|
|
2018
Q3 | $139M | Buy |
521,096
+189,629
| +57% | +$50.4M | 1.18% | 8 |
|
|
2018
Q2 | $81.3M | Buy |
331,467
+20,426
| +7% | +$5.01M | 0.7% | 20 |
|
|
2018
Q1 | $66.6M | Sell |
311,041
-469,329
| -60% | -$100M | 0.71% | 19 |
|
|
2017
Q4 | $172M | Buy |
780,370
+359,038
| +85% | +$79.2M | 1.24% | 8 |
|
|
2017
Q3 | $82.5M | Sell |
421,332
-9,186
| -2% | -$1.8M | 0.79% | 21 |
|
|
2017
Q2 | $79.8M | Sell |
430,518
-180,652
| -30% | -$33.5M | 0.84% | 11 |
|
|
2017
Q1 | $100M | Sell |
611,170
-9,617
| -2% | -$1.58M | 0.81% | 16 |
|
|
2016
Q4 | $99.4M | Buy |
620,787
+427,713
| +222% | +$68.5M | 1.02% | 14 |
|
|
2016
Q3 | $27M | Buy |
193,074
+98,908
| +105% | +$13.8M | 0.51% | 38 |
|
|
2016
Q2 | $13.3M | Buy |
+94,166
| New | +$13.3M | 0.34% | 43 |
|
|
2016
Q1 | – | Sell |
-43,394
| Closed | -$5.11M | – | 226 |
|
|
2015
Q4 | $5.11M | Buy |
43,394
+6,512
| +18% | +$766K | 0.1% | 81 |
|
|
2015
Q3 | $4.28M | Sell |
36,882
-101,446
| -73% | -$11.8M | 0.12% | 72 |
|
|
2015
Q2 | $16.9M | Buy |
+138,328
| New | +$16.9M | 0.53% | 35 |
|