Columbia Asset 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 | – | Sell |
-499
| Closed | -$261K | – | 185 |
|
|
2025
Q1 | $261K | Sell |
499
-177
| -26% | -$92.7K | 0.05% | 150 |
|
|
2024
Q4 | $342K | Sell |
676
-211
| -24% | -$107K | 0.06% | 138 |
|
|
2024
Q3 | $518K | Buy |
887
+76
| +9% | +$44.4K | 0.09% | 122 |
|
|
2024
Q2 | $413K | Buy |
811
+87
| +12% | +$44.3K | 0.08% | 131 |
|
|
2024
Q1 | $381K | Hold |
724
| – | – | 0.08% | 131 |
|
|
2023
Q4 | $381K | Sell |
724
-119
| -14% | -$62.6K | 0.08% | 131 |
|
|
2023
Q3 | $425K | Sell |
843
-20
| -2% | -$10.1K | 0.09% | 120 |
|
|
2023
Q2 | $415K | Sell |
863
-17
| -2% | -$8.18K | 0.09% | 127 |
|
|
2023
Q1 | $416K | Buy |
880
+96
| +12% | +$45.4K | 0.09% | 118 |
|
|
2022
Q4 | $416K | Buy |
784
+25
| +3% | +$13.3K | 0.1% | 116 |
|
|
2022
Q3 | $383K | Buy |
759
+51
| +7% | +$25.7K | 0.1% | 124 |
|
|
2022
Q2 | $364K | Buy |
+708
| New | +$364K | 0.09% | 130 |
|
|
2021
Q4 | $344K | Buy |
686
+1
| +0.1% | +$501 | 0.07% | 151 |
|
|
2021
Q3 | $268K | Buy |
685
+125
| +22% | +$48.9K | 0.06% | 158 |
|
|
2021
Q2 | $224K | Sell |
560
-338
| -38% | -$135K | 0.05% | 168 |
|
|
2021
Q1 | $334K | Buy |
898
+53
| +6% | +$19.7K | 0.06% | 153 |
|
|
2020
Q4 | $296K | Sell |
845
-15
| -2% | -$5.25K | 0.06% | 151 |
|
|
2020
Q3 | $268K | Sell |
860
-75
| -8% | -$23.4K | 0.06% | 143 |
|
|
2020
Q2 | $276K | Sell |
935
-85
| -8% | -$25.1K | 0.07% | 139 |
|
|
2020
Q1 | $254K | Sell |
1,020
-188
| -16% | -$46.8K | 0.06% | 134 |
|
|
2019
Q4 | $3.55K | Hold |
1,208
| – | – | 0.09% | 145 |
|
|
2019
Q3 | $263K | Sell |
1,208
-1,358
| -53% | -$296K | 0.07% | 157 |
|
|
2019
Q2 | $626K | Buy |
2,566
+1,995
| +349% | +$487K | 0.16% | 102 |
|
|
2019
Q1 | $141K | Hold |
571
| – | – | 0.04% | 190 |
|
|
2018
Q4 | $142K | Hold |
571
| – | – | 0.04% | 180 |
|
|
2018
Q3 | $152K | Buy |
+571
| New | +$152K | 0.04% | 195 |
|