CAM
Congress Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
2,202
-1,501
| -41% | -$468K | ﹤0.01% | 331 |
|
|
2025
Q1 | $1.94M | Sell |
3,703
-6,457
| -64% | -$3.38M | 0.01% | 275 |
|
|
2024
Q4 | $5.14M | Sell |
10,160
-28,922
| -74% | -$14.6M | 0.03% | 235 |
|
|
2024
Q3 | $22.9M | Sell |
39,082
-8,312
| -18% | -$4.86M | 0.16% | 124 |
|
|
2024
Q2 | $24.1M | Sell |
47,394
-19,104
| -29% | -$9.73M | 0.17% | 119 |
|
|
2024
Q1 | $32.9M | Sell |
66,498
-171,127
| -72% | -$84.7M | 0.23% | 114 |
|
|
2023
Q4 | $125M | Sell |
237,625
-29,813
| -11% | -$15.7M | 0.98% | 34 |
|
|
2023
Q3 | $135M | Sell |
267,438
-456
| -0.2% | -$230K | 1.19% | 11 |
|
|
2023
Q2 | $129M | Buy |
267,894
+1,500
| +0.6% | +$721K | 1.12% | 19 |
|
|
2023
Q1 | $126M | Sell |
266,394
-2,015
| -0.8% | -$952K | 1.17% | 15 |
|
|
2022
Q4 | $142M | Sell |
268,409
-5,528
| -2% | -$2.93M | 1.43% | 7 |
|
|
2022
Q3 | $138M | Buy |
273,937
+1,490
| +0.5% | +$753K | 1.48% | 7 |
|
|
2022
Q2 | $140M | Sell |
272,447
-11,243
| -4% | -$5.77M | 1.34% | 11 |
|
|
2022
Q1 | $145M | Sell |
283,690
-19,175
| -6% | -$9.78M | 1.23% | 19 |
|
|
2021
Q4 | $152M | Sell |
302,865
-38,072
| -11% | -$19.1M | 1.16% | 28 |
|
|
2021
Q3 | $133M | Buy |
340,937
+33,302
| +11% | +$13M | 1.04% | 37 |
|
|
2021
Q2 | $123M | Buy |
307,635
+2,340
| +0.8% | +$937K | 1.03% | 37 |
|
|
2021
Q1 | $114M | Buy |
305,295
+12,914
| +4% | +$4.8M | 1.03% | 41 |
|
|
2020
Q4 | $103M | Buy |
292,381
+9,008
| +3% | +$3.16M | 0.97% | 50 |
|
|
2020
Q3 | $88.3M | Buy |
283,373
+8,555
| +3% | +$2.67M | 0.96% | 49 |
|
|
2020
Q2 | $81.1M | Buy |
274,818
+222,797
| +428% | +$65.7M | 0.96% | 55 |
|
|
2020
Q1 | $13M | Sell |
52,021
-1,532
| -3% | -$382K | 0.2% | 77 |
|
|
2019
Q4 | $15.7M | Sell |
53,553
-405
| -0.8% | -$119K | 0.19% | 81 |
|
|
2019
Q3 | $11.7M | Sell |
53,958
-235,942
| -81% | -$51.3M | 0.15% | 84 |
|
|
2019
Q2 | $70.7M | Buy |
289,900
+1,711
| +0.6% | +$418K | 0.9% | 58 |
|
|
2019
Q1 | $71.3M | Sell |
288,189
-10,274
| -3% | -$2.54M | 0.93% | 52 |
|
|
2018
Q4 | $74.4M | Sell |
298,463
-9,697
| -3% | -$2.42M | 1.12% | 35 |
|
|
2018
Q3 | $82M | Sell |
308,160
-14,023
| -4% | -$3.73M | 1.06% | 45 |
|
|
2018
Q2 | $79M | Sell |
322,183
-10,743
| -3% | -$2.64M | 1.09% | 36 |
|
|
2018
Q1 | $71.2M | Sell |
332,926
-19,529
| -6% | -$4.18M | 1% | 45 |
|
|
2017
Q4 | $77.7M | Sell |
352,455
-12,034
| -3% | -$2.65M | 1.13% | 33 |
|
|
2017
Q3 | $71.4M | Sell |
364,489
-20,098
| -5% | -$3.94M | 1.1% | 38 |
|
|
2017
Q2 | $71.3M | Sell |
384,587
-21,860
| -5% | -$4.05M | 1.28% | 26 |
|
|
2017
Q1 | $66.7M | Sell |
406,447
-27,110
| -6% | -$4.45M | 1.27% | 16 |
|
|
2016
Q4 | $69.4M | Sell |
433,557
-76,500
| -15% | -$12.2M | 1.45% | 3 |
|
|
2016
Q3 | $71.4M | Sell |
510,057
-16,420
| -3% | -$2.3M | 1.58% | 3 |
|
|
2016
Q2 | $74.3M | Sell |
526,477
-38,504
| -7% | -$5.44M | 1.72% | 2 |
|
|
2016
Q1 | $72.8M | Sell |
564,981
-33,477
| -6% | -$4.32M | 1.76% | 5 |
|
|
2015
Q4 | $70.4M | Sell |
598,458
-13,275
| -2% | -$1.56M | 1.75% | 7 |
|
|
2015
Q3 | $71M | Buy |
611,733
+92,713
| +18% | +$10.8M | 1.83% | 5 |
|
|
2015
Q2 | $63.3M | Sell |
519,020
-122,793
| -19% | -$15M | 1.82% | 3 |
|
|
2015
Q1 | $75.9M | Sell |
641,813
-68,195
| -10% | -$8.07M | 1.82% | 4 |
|
|
2014
Q4 | $71.8M | Sell |
710,008
-33,170
| -4% | -$3.35M | 1.83% | 6 |
|
|
2014
Q3 | $64.1M | Sell |
743,178
-29,497
| -4% | -$2.54M | 1.64% | 11 |
|
|
2014
Q2 | $63.2M | Sell |
772,675
-52,290
| -6% | -$4.27M | 1.61% | 23 |
|
|
2014
Q1 | $67.6M | Sell |
824,965
-40,609
| -5% | -$3.33M | 1.69% | 22 |
|
|
2013
Q4 | $65.2M | Sell |
865,574
-8,508
| -1% | -$641K | 1.71% | 32 |
|
|
2013
Q3 | $62.6M | Buy |
874,082
+831,909
| +1,973% | +$59.6M | 1.75% | 27 |
|
|
2013
Q2 | $2.76M | Buy |
+42,173
| New | +$2.76M | 0.08% | 145 |
|