Corient Private Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287M | Sell |
926,548
-190,436
| -17% | -$59M | 0.3% | 66 |
|
|
2025
Q1 | $585M | Sell |
1,116,984
-33,718
| -3% | -$17.7M | 0.96% | 16 |
|
|
2024
Q4 | $580M | Sell |
1,150,702
-70,352
| -6% | -$35.5M | 0.96% | 16 |
|
|
2024
Q3 | $714M | Buy |
1,221,054
+76,936
| +7% | +$45M | 1.11% | 14 |
|
|
2024
Q2 | $583M | Buy |
1,144,118
+58,163
| +5% | +$29.6M | 1.01% | 15 |
|
|
2024
Q1 | $537M | Sell |
1,085,955
-7,009
| -0.6% | -$3.47M | 0.96% | 15 |
|
|
2023
Q4 | $575M | Buy |
1,092,964
+174,154
| +19% | +$91.7M | 1.06% | 12 |
|
|
2023
Q3 | $463M | Sell |
918,810
-3,632
| -0.4% | -$1.83M | 1.06% | 9 |
|
|
2023
Q2 | $443M | Buy |
922,442
+167,250
| +22% | +$80.4M | 1.02% | 11 |
|
|
2023
Q1 | $357M | Buy |
755,192
+312,118
| +70% | +$147M | 0.96% | 17 |
|
|
2022
Q4 | $235M | Buy |
+443,074
| New | +$235M | 0.85% | 20 |
|