CAM
Cidel Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
6,511
+1,118
| +21% | +$349K | 0.12% | 91 |
|
|
2025
Q1 | $2.82M | Buy |
5,393
+380
| +8% | +$199K | 0.18% | 76 |
|
|
2024
Q4 | $2.54M | Buy |
5,013
+209
| +4% | +$106K | 0.17% | 75 |
|
|
2024
Q3 | $2.81M | Buy |
4,804
+64
| +1% | +$37.4K | 0.2% | 74 |
|
|
2024
Q2 | $2.41M | Buy |
4,740
+200
| +4% | +$102K | 0.19% | 73 |
|
|
2024
Q1 | $2.25M | Buy |
4,540
+130
| +3% | +$64.3K | 0.17% | 77 |
|
|
2023
Q4 | $2.32M | Buy |
+4,410
| New | +$2.32M | 0.1% | 84 |
|
|
2018
Q4 | – | Sell |
-785
| Closed | -$209K | – | 116 |
|
|
2018
Q3 | $209K | Buy |
+785
| New | +$209K | 0.01% | 102 |
|