Cornercap Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $787K | Sell |
2,385
-32
| -1% | -$10.8K | 0.39% | 114 |
|
|
2025
Q3 | $835K | Sell |
2,417
-40
| -2% | -$12.1K | 0.42% | 115 |
|
|
2025
Q2 | $767K | Buy |
+2,457
| New | +$939K | 0.4% | 116 |
|
|
2024
Q3 | – | Sell |
-5,014
| Closed | -$2.55M | – | 636 |
|
|
2024
Q2 | $2.55M | Sell |
5,014
-168
| -3% | -$82.3K | 0.42% | 36 |
|
|
2024
Q1 | $2.56M | Buy |
5,182
+219
| +4% | +$111K | 0.39% | 48 |
|
|
2023
Q4 | $2.61M | Sell |
4,963
-124
| -2% | -$66.1K | 0.43% | 32 |
|
|
2023
Q3 | $2.56M | Buy |
5,087
+50
| +1% | +$24.6K | 0.47% | 24 |
|
|
2023
Q2 | $2.42M | Sell |
5,037
-41
| -0.8% | -$20K | 0.42% | 40 |
|
|
2023
Q1 | $2.4M | Buy |
5,078
+2,300
| +83% | +$1.11M | 0.42% | 39 |
|
|
2022
Q4 | $1.47M | Buy |
2,778
+178
| +7% | +$94.3K | 0.26% | 99 |
|
|
2022
Q3 | $1.31M | Sell |
2,600
-27
| -1% | -$14.2K | 0.25% | 105 |
|
|
2022
Q2 | $1.35M | Sell |
2,627
-1,683
| -39% | -$845K | 0.23% | 106 |
|
|
2022
Q1 | $2.2M | Buy |
4,310
+3,786
| +723% | +$1.83M | 0.25% | 89 |
|
|
2021
Q4 | $263K | Sell |
524
-10
| -2% | -$4.53K | 0.04% | 497 |
|
|
2021
Q3 | $208K | Sell |
534
-873
| -62% | -$362K | 0.02% | 528 |
|
|
2021
Q2 | $563K | Sell |
1,407
-402
| -22% | -$160K | 0.06% | 455 |
|
|
2021
Q1 | $673K | Sell |
1,809
-11,686
| -87% | -$4.05M | 0.08% | 396 |
|
|
2020
Q4 | $3.97M | Buy |
13,495
+9,164
| +212% | +$3.07M | 0.57% | 36 |
|
|
2020
Q3 | $1.35M | Buy |
4,331
+3,493
| +417% | +$1.07M | 0.19% | 143 |
|
|
2020
Q2 | $247K | Sell |
838
-86
| -9% | -$24.6K | 0.04% | 409 |
|
|
2020
Q1 | $230K | Sell |
924
-14,186
| -94% | -$3.9M | 0.04% | 374 |
|
|
2019
Q4 | $4.44M | Sell |
15,110
-664
| -4% | -$174K | 0.6% | 36 |
|
|
2019
Q3 | $3.43M | Sell |
15,774
-177
| -1% | -$42.7K | 0.48% | 67 |
|
|
2019
Q2 | $3.89M | Buy |
15,951
+443
| +3% | +$107K | 0.51% | 50 |
|
|
2019
Q1 | $3.83M | Buy |
15,508
+14,580
| +1,571% | +$3.72M | 0.53% | 55 |
|
|
2018
Q4 | $232K | Buy |
+928
| New | +$245K | 0.04% | 386 |
|
|
2018
Q3 | – | Sell |
-823
| Closed | -$202K | – | 461 |
|
|
2018
Q2 | $202K | Buy |
+823
| New | +$198K | 0.03% | 387 |
|
|
2017
Q4 | – | Sell |
-1,050
| Closed | -$206K | – | 440 |
|
|
2017
Q3 | $206K | Sell |
1,050
-1,505
| -59% | -$291K | 0.03% | 383 |
|
|
2017
Q2 | $474K | Sell |
2,555
-1,095
| -30% | -$192K | 0.08% | 312 |
|
|
2017
Q1 | $599K | Buy |
+3,650
| New | +$598K | 0.1% | 226 |
|
|
2015
Q1 | – | Sell |
-109,765
| Closed | -$11.1M | – | 383 |
|
|
2014
Q4 | $11.1M | Sell |
109,765
-11,292
| -9% | -$1.07M | 1.91% | 2 |
|
|
2014
Q3 | $10.4M | Sell |
121,057
-390
| -0.3% | -$33K | 1.91% | 6 |
|
|
2014
Q2 | $9.93M | Buy |
121,447
+1,376
| +1% | +$108K | 1.79% | 14 |
|
|
2014
Q1 | $9.85M | Buy |
120,071
+4,830
| +4% | +$364K | 1.81% | 11 |
|
|
2013
Q4 | $8.68M | Buy |
115,241
+4,815
| +4% | +$346K | 1.63% | 22 |
|
|
2013
Q3 | $7.91M | Buy |
110,426
+440
| +0.4% | +$31.5K | 1.61% | 22 |
|
|
2013
Q2 | $7.2M | Buy |
+109,986
| New | +$6.84M | 1.55% | 28 |
|
Other funds holding UNH
