CA
Cornerstone Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
67,003
+23,900
| +55% | +$7.46M | 0.72% | 33 |
|
|
2025
Q1 | $22.6M | Sell |
43,103
-7,600
| -15% | -$3.98M | 0.97% | 21 |
|
|
2024
Q4 | $25.6M | Buy |
50,703
+300
| +0.6% | +$152K | 1.02% | 20 |
|
|
2024
Q3 | $29.5M | Buy |
50,403
+2,500
| +5% | +$1.46M | 1.17% | 17 |
|
|
2024
Q2 | $24.4M | Hold |
47,903
| – | – | 0.99% | 23 |
|
|
2024
Q1 | $23.7M | Sell |
47,903
-300
| -0.6% | -$148K | 0.98% | 20 |
|
|
2023
Q4 | $25.4M | Sell |
48,203
-6,100
| -11% | -$3.21M | 1.12% | 14 |
|
|
2023
Q3 | $27.4M | Sell |
54,303
-15,500
| -22% | -$7.81M | 1.28% | 12 |
|
|
2023
Q2 | $33.6M | Sell |
69,803
-42,297
| -38% | -$20.3M | 1.6% | 12 |
|
|
2023
Q1 | $53M | Hold |
112,100
| – | – | 2.46% | 7 |
|
|
2022
Q4 | $59.4M | Hold |
112,100
| – | – | 2.93% | 5 |
|
|
2022
Q3 | $56.6M | Hold |
112,100
| – | – | 2.78% | 6 |
|
|
2022
Q2 | $57.6M | Buy |
112,100
+28,100
| +33% | +$14.4M | 3.02% | 5 |
|
|
2022
Q1 | $42.8M | Hold |
84,000
| – | – | 2.52% | 6 |
|
|
2021
Q4 | $42.2M | Hold |
84,000
| – | – | 2.29% | 6 |
|
|
2021
Q3 | $32.8M | Hold |
84,000
| – | – | 1.9% | 8 |
|
|
2021
Q2 | $33.6M | Buy |
+84,000
| New | +$33.6M | 1.99% | 7 |
|
|
2020
Q3 | – | Sell |
-24,000
| Closed | -$7.08M | – | 216 |
|
|
2020
Q2 | $7.08M | Sell |
24,000
-37,000
| -61% | -$10.9M | 0.66% | 38 |
|
|
2020
Q1 | $15.2M | Buy |
61,000
+22,000
| +56% | +$5.49M | 1.68% | 13 |
|
|
2019
Q4 | $11.5M | Buy |
+39,000
| New | +$11.5M | 0.94% | 29 |
|
|
2019
Q1 | $9.64M | Sell |
39,000
-47,000
| -55% | -$11.6M | 0.78% | 40 |
|
|
2018
Q4 | $21.4M | Sell |
86,000
-5,000
| -5% | -$1.25M | 1.88% | 8 |
|
|
2018
Q3 | $24.2M | Buy |
91,000
+28,000
| +44% | +$7.45M | 1.74% | 9 |
|
|
2018
Q2 | $15.5M | Buy |
63,000
+2,000
| +3% | +$491K | 1.87% | 10 |
|
|
2018
Q1 | $13.1M | Hold |
61,000
| – | – | 1.55% | 12 |
|
|
2017
Q4 | $13.4M | Hold |
61,000
| – | – | 1.53% | 12 |
|
|
2017
Q3 | $11.9M | Buy |
61,000
+30,000
| +97% | +$5.88M | 1.38% | 13 |
|
|
2017
Q2 | $5.75M | Buy |
+31,000
| New | +$5.75M | 1.05% | 24 |
|
|
2016
Q4 | – | Sell |
-21,000
| Closed | -$2.94M | – | 274 |
|
|
2016
Q3 | $2.94M | Hold |
21,000
| – | – | 0.75% | 39 |
|
|
2016
Q2 | $2.97M | Hold |
21,000
| – | – | 0.73% | 42 |
|
|
2016
Q1 | $2.71M | Hold |
21,000
| – | – | 0.66% | 43 |
|
|
2015
Q4 | $2.47M | Buy |
21,000
+6,000
| +40% | +$706K | 0.57% | 47 |
|
|
2015
Q3 | $1.74M | Buy |
15,000
+6,000
| +67% | +$696K | 0.41% | 66 |
|
|
2015
Q2 | $1.1M | Hold |
9,000
| – | – | 0.24% | 111 |
|
|
2015
Q1 | $1.07M | Hold |
9,000
| – | – | 0.22% | 113 |
|
|
2014
Q4 | $910K | Hold |
9,000
| – | – | 0.18% | 152 |
|
|
2014
Q3 | $776K | Hold |
9,000
| – | – | 0.15% | 165 |
|
|
2014
Q2 | $736K | Hold |
9,000
| – | – | 0.15% | 175 |
|
|
2014
Q1 | $738K | Hold |
9,000
| – | – | 0.17% | 161 |
|
|
2013
Q4 | $678K | Buy |
+9,000
| New | +$678K | 0.17% | 157 |
|