Cohen Klingenstein’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.96M Buy
2025
Q2
$5.37M Hold
2025
Q1
$9.01M Hold
2024
Q4
$8.7M Sell
2024
Q3
$16.2M Hold
2024
Q2
$14.1M Hold
2024
Q1
$13.7M Hold
2023
Q4
$14.6M Hold
2023
Q3
$14M Hold
2023
Q2
$13.3M Hold
2023
Q1
$13.1M Hold
2022
Q4
$14.7M Hold
2022
Q3
$14M Hold
2022
Q2
$14.2M Hold
2022
Q1
$14.1M Hold
2021
Q4
$13.9M Hold
2021
Q3
$10.8M Buy
2021
Q2
$9.81M Hold
2021
Q1
$9.12M Hold
2020
Q4
$8.59M Hold
2020
Q3
$7.64M Hold
2020
Q2
$7.23M Hold
2020
Q1
$6.11M Hold
2019
Q4
$7.2M Hold
2019
Q3
$5.32M Buy
2019
Q2
$3.42M Buy