Cohen Klingenstein’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Hold |
17,200
| – | – | 0.18% | 66 |
|
|
2025
Q1 | $9.01M | Hold |
17,200
| – | – | 0.33% | 44 |
|
|
2024
Q4 | $8.7M | Sell |
17,200
-10,500
| -38% | -$5.31M | 0.3% | 45 |
|
|
2024
Q3 | $16.2M | Hold |
27,700
| – | – | 0.56% | 30 |
|
|
2024
Q2 | $14.1M | Hold |
27,700
| – | – | 0.51% | 34 |
|
|
2024
Q1 | $13.7M | Hold |
27,700
| – | – | 0.51% | 35 |
|
|
2023
Q4 | $14.6M | Hold |
27,700
| – | – | 0.6% | 32 |
|
|
2023
Q3 | $14M | Hold |
27,700
| – | – | 0.63% | 26 |
|
|
2023
Q2 | $13.3M | Hold |
27,700
| – | – | 0.58% | 32 |
|
|
2023
Q1 | $13.1M | Hold |
27,700
| – | – | 0.61% | 32 |
|
|
2022
Q4 | $14.7M | Hold |
27,700
| – | – | 0.74% | 27 |
|
|
2022
Q3 | $14M | Hold |
27,700
| – | – | 0.74% | 23 |
|
|
2022
Q2 | $14.2M | Hold |
27,700
| – | – | 0.71% | 25 |
|
|
2022
Q1 | $14.1M | Hold |
27,700
| – | – | 0.59% | 29 |
|
|
2021
Q4 | $13.9M | Hold |
27,700
| – | – | 0.55% | 33 |
|
|
2021
Q3 | $10.8M | Buy |
27,700
+3,200
| +13% | +$1.25M | 0.47% | 40 |
|
|
2021
Q2 | $9.81M | Hold |
24,500
| – | – | 0.42% | 51 |
|
|
2021
Q1 | $9.12M | Hold |
24,500
| – | – | 0.42% | 48 |
|
|
2020
Q4 | $8.59M | Hold |
24,500
| – | – | 0.43% | 49 |
|
|
2020
Q3 | $7.64M | Hold |
24,500
| – | – | 0.43% | 52 |
|
|
2020
Q2 | $7.23M | Hold |
24,500
| – | – | 0.44% | 51 |
|
|
2020
Q1 | $6.11M | Hold |
24,500
| – | – | 0.45% | 51 |
|
|
2019
Q4 | $7.2M | Hold |
24,500
| – | – | 0.42% | 56 |
|
|
2019
Q3 | $5.32M | Buy |
24,500
+10,500
| +75% | +$2.28M | 0.33% | 69 |
|
|
2019
Q2 | $3.42M | Buy |
+14,000
| New | +$3.42M | 0.24% | 81 |
|