CCM
Cohen Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
50,417
+475
| +1% | +$148K | 2.56% | 10 |
|
|
2025
Q1 | $26.2M | Hold |
49,942
| – | – | 4.48% | 4 |
|
|
2024
Q4 | $25.3M | Sell |
49,942
-383
| -0.8% | -$194K | 4.22% | 4 |
|
|
2024
Q3 | $29.4M | Buy |
50,325
+160
| +0.3% | +$93.5K | 4.77% | 5 |
|
|
2024
Q2 | $25.5M | Buy |
50,165
+50
| +0.1% | +$25.5K | 4.4% | 5 |
|
|
2024
Q1 | $24.8M | Buy |
50,115
+201
| +0.4% | +$99.4K | 4.37% | 5 |
|
|
2023
Q4 | $26.3M | Hold |
49,914
| – | – | 5% | 3 |
|
|
2023
Q3 | $25.2M | Hold |
49,914
| – | – | 5.15% | 2 |
|
|
2023
Q2 | $24M | Buy |
49,914
+150
| +0.3% | +$72.1K | 4.66% | 4 |
|
|
2023
Q1 | $23.5M | Hold |
49,764
| – | – | 4.75% | 3 |
|
|
2022
Q4 | $26.4M | Sell |
49,764
-1,344
| -3% | -$713K | 5.37% | 2 |
|
|
2022
Q3 | $25.8M | Sell |
51,108
-25
| -0% | -$12.6K | 5.69% | 2 |
|
|
2022
Q2 | $26.3M | Sell |
51,133
-139
| -0.3% | -$71.4K | 5.38% | 2 |
|
|
2022
Q1 | $26.1M | Sell |
51,272
-75
| -0.1% | -$38.2K | 4.58% | 2 |
|
|
2021
Q4 | $25.8M | Sell |
51,347
-7
| -0% | -$3.52K | 4.22% | 2 |
|
|
2021
Q3 | $20.1M | Hold |
51,354
| – | – | 3.49% | 4 |
|
|
2021
Q2 | $20.6M | Hold |
51,354
| – | – | 3.51% | 4 |
|
|
2021
Q1 | $19.1M | Sell |
51,354
-50
| -0.1% | -$18.6K | 3.5% | 4 |
|
|
2020
Q4 | $18M | Sell |
51,404
-3,497
| -6% | -$1.23M | 3.6% | 3 |
|
|
2020
Q3 | $17.1M | Hold |
54,901
| – | – | 3.87% | 3 |
|
|
2020
Q2 | $16.2M | Hold |
54,901
| – | – | 3.97% | 3 |
|
|
2020
Q1 | $13.7M | Sell |
54,901
-11,213
| -17% | -$2.8M | 4.02% | 3 |
|
|
2019
Q4 | $19.4M | Hold |
66,114
| – | – | 4.21% | 2 |
|
|
2019
Q3 | $14.4M | Hold |
66,114
| – | – | 3.3% | 5 |
|
|
2019
Q2 | $16.1M | Hold |
66,114
| – | – | 3.76% | 3 |
|
|
2019
Q1 | $16.3M | Hold |
66,114
| – | – | 3.94% | 3 |
|
|
2018
Q4 | $16.5M | Buy |
66,114
+200
| +0.3% | +$49.8K | 4.56% | 2 |
|
|
2018
Q3 | $17.5M | Hold |
65,914
| – | – | 3.95% | 2 |
|
|
2018
Q2 | $16.2M | Buy |
65,914
+170
| +0.3% | +$41.7K | 3.75% | 1 |
|
|
2018
Q1 | $15.6M | Sell |
65,744
-21,550
| -25% | -$5.1M | 3.66% | 2 |
|
|
2017
Q4 | $19.2M | Sell |
87,294
-751
| -0.9% | -$166K | 4.48% | 1 |
|
|
2017
Q3 | $17.2M | Sell |
88,045
-1,200
| -1% | -$235K | 4.18% | 1 |
|
|
2017
Q2 | $16.5M | Hold |
89,245
| – | – | 4.12% | 1 |
|
|
2017
Q1 | $14.6M | Sell |
89,245
-1,000
| -1% | -$164K | 3.7% | 1 |
|
|
2016
Q4 | $14.4M | Sell |
90,245
-7,300
| -7% | -$1.17M | 3.94% | 1 |
|
|
2016
Q3 | $13.7M | Buy |
97,545
+700
| +0.7% | +$98K | 3.82% | 1 |
|
|
2016
Q2 | $13.7M | Hold |
96,845
| – | – | 3.98% | 1 |
|
|
2016
Q1 | $11.4M | Hold |
96,845
| – | – | 3.44% | 2 |
|
|
2015
Q4 | $11.4M | Sell |
96,845
-88
| -0.1% | -$10.4K | 3.44% | 2 |
|
|
2015
Q3 | $11.2M | Hold |
96,933
| – | – | 3.37% | 2 |
|
|
2015
Q2 | $11.8M | Hold |
96,933
| – | – | 3.05% | 2 |
|
|
2015
Q1 | $11.5M | Sell |
96,933
-84
| -0.1% | -$9.94K | 2.92% | 2 |
|
|
2014
Q4 | $9.81M | Hold |
97,017
| – | – | 2.54% | 4 |
|
|
2014
Q3 | $8.37M | Sell |
97,017
-200
| -0.2% | -$17.3K | 2.23% | 8 |
|
|
2014
Q2 | $7.95M | Sell |
97,217
-1,570
| -2% | -$128K | 2.05% | 11 |
|
|
2014
Q1 | $8.1M | Buy |
98,787
+1,643
| +2% | +$135K | 2.18% | 9 |
|
|
2013
Q4 | $7.32M | Hold |
97,144
| – | – | 2.06% | 9 |
|
|
2013
Q3 | $6.96M | Hold |
97,144
| – | – | 2.15% | 10 |
|
|
2013
Q2 | $6.36M | Buy |
+97,144
| New | +$6.36M | 2.03% | 10 |
|