CIM
Contravisory Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33
| Closed | -$16.7K | – | 455 |
|
|
2024
Q4 | $16.7K | Buy |
+33
| New | +$16.7K | ﹤0.01% | 309 |
|
|
2023
Q2 | – | Sell |
-834
| Closed | -$394K | – | 376 |
|
|
2023
Q1 | $394K | Sell |
834
-16,463
| -95% | -$7.78M | 0.11% | 126 |
|
|
2022
Q4 | $9.17M | Buy |
17,297
+243
| +1% | +$129K | 2.54% | 5 |
|
|
2022
Q3 | $8.61M | Sell |
17,054
-421
| -2% | -$213K | 2.87% | 3 |
|
|
2022
Q2 | $8.98M | Sell |
17,475
-555
| -3% | -$285K | 2.91% | 2 |
|
|
2022
Q1 | $9.2M | Sell |
18,030
-619
| -3% | -$316K | 2.61% | 5 |
|
|
2021
Q4 | $9.36M | Buy |
18,649
+176
| +1% | +$88.4K | 2.53% | 7 |
|
|
2021
Q3 | $7.22M | Sell |
18,473
-489
| -3% | -$191K | 2.19% | 11 |
|
|
2021
Q2 | $7.59M | Sell |
18,962
-180
| -0.9% | -$72.1K | 2.24% | 10 |
|
|
2021
Q1 | $7.12M | Sell |
19,142
-622
| -3% | -$231K | 2.23% | 12 |
|
|
2020
Q4 | $6.93M | Buy |
19,764
+109
| +0.6% | +$38.2K | 2.15% | 11 |
|
|
2020
Q3 | $6.13M | Buy |
+19,655
| New | +$6.13M | 2.09% | 19 |
|
|
2019
Q2 | – | Sell |
-204
| Closed | -$50K | – | 330 |
|
|
2019
Q1 | $50K | Buy |
204
+19
| +10% | +$4.66K | 0.02% | 220 |
|
|
2018
Q4 | $46K | Buy |
185
+117
| +172% | +$29.1K | 0.02% | 209 |
|
|
2018
Q3 | $18K | Hold |
68
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $17K | Hold |
68
| – | – | 0.01% | 250 |
|
|
2018
Q1 | $15K | Sell |
68
-52
| -43% | -$11.5K | 0.01% | 250 |
|
|
2017
Q4 | $26K | Sell |
120
-5
| -4% | -$1.08K | 0.01% | 223 |
|
|
2017
Q3 | $24K | Buy |
+125
| New | +$24K | 0.01% | 221 |
|
|
2016
Q3 | – | Sell |
-16
| Closed | -$2K | – | 324 |
|
|
2016
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 196 |
|
|
2016
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 185 |
|
|
2015
Q4 | $2K | Sell |
16
-64
| -80% | -$8K | ﹤0.01% | 193 |
|
|
2015
Q3 | $9K | Hold |
80
| – | – | ﹤0.01% | 131 |
|
|
2015
Q2 | $10K | Hold |
80
| – | – | ﹤0.01% | 146 |
|
|
2015
Q1 | $9K | Hold |
80
| – | – | ﹤0.01% | 127 |
|
|
2014
Q4 | $8K | Hold |
80
| – | – | ﹤0.01% | 133 |
|
|
2014
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 124 |
|
|
2014
Q2 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 125 |
|