CIM Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Sell |
2,350
-11
| -0.5% | -$3.43K | 0.14% | 140 |
|
|
2025
Q1 | $1.24M | Sell |
2,361
-308
| -12% | -$161K | 0.28% | 45 |
|
|
2024
Q4 | $1.35M | Sell |
2,669
-34
| -1% | -$17.2K | 0.4% | 40 |
|
|
2024
Q3 | $1.58M | Sell |
2,703
-103
| -4% | -$60.2K | 0.47% | 34 |
|
|
2024
Q2 | $1.43M | Sell |
2,806
-33
| -1% | -$16.8K | 0.44% | 34 |
|
|
2024
Q1 | $1.4M | Hold |
2,839
| – | – | 0.42% | 36 |
|
|
2023
Q4 | $1.49M | Hold |
2,839
| – | – | 0.48% | 26 |
|
|
2023
Q3 | $1.43M | Sell |
2,839
-60
| -2% | -$30.3K | 0.52% | 25 |
|
|
2023
Q2 | $1.39M | Buy |
2,899
+155
| +6% | +$74.5K | 0.47% | 29 |
|
|
2023
Q1 | $1.3M | Buy |
2,744
+212
| +8% | +$100K | 0.48% | 28 |
|
|
2022
Q4 | $1.34M | Sell |
2,532
-68
| -3% | -$36.1K | 0.53% | 26 |
|
|
2022
Q3 | $1.31M | Hold |
2,600
| – | – | 0.58% | 25 |
|
|
2022
Q2 | $1.34M | Buy |
2,600
+179
| +7% | +$91.9K | 0.55% | 26 |
|
|
2022
Q1 | $1.24M | Sell |
2,421
-1,212
| -33% | -$618K | 0.42% | 40 |
|
|
2021
Q4 | $1.82M | Sell |
3,633
-74
| -2% | -$37.2K | 0.55% | 22 |
|
|
2021
Q3 | $1.45M | Sell |
3,707
-22
| -0.6% | -$8.59K | 0.46% | 26 |
|
|
2021
Q2 | $1.49M | Sell |
3,729
-1,893
| -34% | -$758K | 0.46% | 28 |
|
|
2021
Q1 | $2.09M | Sell |
5,622
-223
| -4% | -$83K | 0.66% | 15 |
|
|
2020
Q4 | $2.05M | Sell |
5,845
-99
| -2% | -$34.7K | 0.67% | 16 |
|
|
2020
Q3 | $1.85M | Buy |
5,944
+1,543
| +35% | +$481K | 0.7% | 16 |
|
|
2020
Q2 | $1.3M | Hold |
4,401
| – | – | 0.52% | 25 |
|
|
2020
Q1 | $1.1M | Buy |
4,401
+163
| +4% | +$40.7K | 0.54% | 26 |
|
|
2019
Q4 | $1.25M | Sell |
4,238
-2,117
| -33% | -$622K | 0.49% | 28 |
|
|
2019
Q3 | $1.38M | Sell |
6,355
-702
| -10% | -$153K | 0.52% | 21 |
|
|
2019
Q2 | $1.72M | Buy |
7,057
+278
| +4% | +$67.8K | 0.63% | 17 |
|
|
2019
Q1 | $1.68M | Sell |
6,779
-725
| -10% | -$179K | 0.64% | 15 |
|
|
2018
Q4 | $1.87M | Buy |
7,504
+2,265
| +43% | +$564K | 0.81% | 12 |
|
|
2018
Q3 | $1.39M | Sell |
5,239
-2
| -0% | -$532 | 0.5% | 21 |
|
|
2018
Q2 | $1.29M | Sell |
5,241
-150
| -3% | -$36.8K | 0.44% | 27 |
|
|
2018
Q1 | $1.15M | Buy |
5,391
+2,267
| +73% | +$485K | 0.39% | 40 |
|
|
2017
Q4 | $689K | Sell |
3,124
-50
| -2% | -$11K | 0.24% | 109 |
|
|
2017
Q3 | $622K | Sell |
3,174
-167
| -5% | -$32.7K | 0.23% | 111 |
|
|
2017
Q2 | $619K | Buy |
+3,341
| New | +$619K | 0.22% | 117 |
|
|
2016
Q2 | – | Sell |
-9,186
| Closed | -$1.18M | – | 311 |
|
|
2016
Q1 | $1.18M | Sell |
9,186
-1,197
| -12% | -$154K | 0.52% | 39 |
|
|
2015
Q4 | $1.22M | Buy |
+10,383
| New | +$1.22M | 0.56% | 46 |
|
|
2013
Q3 | – | Sell |
-14,380
| Closed | -$942K | – | 141 |
|
|
2013
Q2 | $942K | Buy |
+14,380
| New | +$942K | 0.56% | 63 |
|