Cohen & Steers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
1,000
+130
| +15% | +$40.6K | ﹤0.01% | 320 |
|
|
2025
Q1 | $456K | Buy |
870
+214
| +33% | +$112K | ﹤0.01% | 286 |
|
|
2024
Q4 | $332K | Buy |
656
+174
| +36% | +$88.1K | ﹤0.01% | 323 |
|
|
2024
Q3 | $282K | Buy |
482
+9
| +2% | +$5.27K | ﹤0.01% | 323 |
|
|
2024
Q2 | $241K | Sell |
473
-9
| -2% | -$4.59K | ﹤0.01% | 328 |
|
|
2024
Q1 | $238K | Hold |
482
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $254K | Hold |
482
| – | – | ﹤0.01% | 329 |
|
|
2023
Q3 | $243K | Buy |
+482
| New | +$243K | ﹤0.01% | 307 |
|
|
2023
Q2 | – | Sell |
-865
| Closed | -$409K | – | 419 |
|
|
2023
Q1 | $409K | Hold |
865
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $459K | Hold |
865
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $437K | Hold |
865
| – | – | ﹤0.01% | 291 |
|
|
2022
Q2 | $444K | Buy |
+865
| New | +$444K | ﹤0.01% | 296 |
|
|
2014
Q1 | – | Sell |
-699,300
| Closed | -$52.7M | – | 446 |
|
|
2013
Q4 | $52.7M | Sell |
699,300
-315,100
| -31% | -$23.7M | 0.17% | 88 |
|
|
2013
Q3 | $72.6M | Sell |
1,014,400
-53,250
| -5% | -$3.81M | 0.23% | 73 |
|
|
2013
Q2 | $69.9M | Buy |
+1,067,650
| New | +$69.9M | 0.22% | 83 |
|