CAM
Cozad Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
4,718
-19,037
| -80% | -$5.94M | 0.13% | 165 |
|
|
2025
Q1 | $12.4M | Buy |
23,755
+1,046
| +5% | +$548K | 1.24% | 17 |
|
|
2024
Q4 | $11.5M | Buy |
22,709
+81
| +0.4% | +$41K | 1.07% | 22 |
|
|
2024
Q3 | $13.2M | Buy |
22,628
+907
| +4% | +$530K | 1.26% | 19 |
|
|
2024
Q2 | $11.1M | Buy |
21,721
+3,265
| +18% | +$1.66M | 1.1% | 21 |
|
|
2024
Q1 | $9.13M | Buy |
18,456
+1,785
| +11% | +$883K | 0.95% | 28 |
|
|
2023
Q4 | $8.78M | Buy |
16,671
+781
| +5% | +$411K | 1.01% | 24 |
|
|
2023
Q3 | $8.01M | Buy |
15,890
+728
| +5% | +$367K | 1.04% | 23 |
|
|
2023
Q2 | $7.29M | Buy |
15,162
+479
| +3% | +$230K | 0.91% | 27 |
|
|
2023
Q1 | $6.94M | Buy |
14,683
+162
| +1% | +$76.6K | 0.92% | 29 |
|
|
2022
Q4 | $7.7M | Sell |
14,521
-486
| -3% | -$258K | 1.08% | 24 |
|
|
2022
Q3 | $7.58M | Sell |
15,007
-1,338
| -8% | -$676K | 1.23% | 17 |
|
|
2022
Q2 | $8.4M | Sell |
16,345
-635
| -4% | -$326K | 1.31% | 14 |
|
|
2022
Q1 | $8.66M | Sell |
16,980
-1,227
| -7% | -$626K | 1.21% | 16 |
|
|
2021
Q4 | $9.14M | Sell |
18,207
-185
| -1% | -$92.9K | 1.3% | 18 |
|
|
2021
Q3 | $7.19M | Buy |
18,392
+405
| +2% | +$158K | 1.12% | 26 |
|
|
2021
Q2 | $7.2M | Sell |
17,987
-1,544
| -8% | -$618K | 1.13% | 24 |
|
|
2021
Q1 | $7.27M | Sell |
19,531
-507
| -3% | -$189K | 1.18% | 21 |
|
|
2020
Q4 | $7.03M | Sell |
20,038
-969
| -5% | -$340K | 1.26% | 23 |
|
|
2020
Q3 | $6.55M | Buy |
21,007
+576
| +3% | +$180K | 1.24% | 23 |
|
|
2020
Q2 | $6.03M | Sell |
20,431
-145
| -0.7% | -$42.8K | 1.23% | 20 |
|
|
2020
Q1 | $5.13M | Buy |
20,576
+279
| +1% | +$69.6K | 1.77% | 13 |
|
|
2019
Q4 | $5.97M | Buy |
20,297
+362
| +2% | +$106K | 1.59% | 13 |
|
|
2019
Q3 | $4.33M | Buy |
19,935
+852
| +4% | +$185K | 1.25% | 16 |
|
|
2019
Q2 | $4.66M | Sell |
19,083
-1,826
| -9% | -$446K | 1.35% | 16 |
|
|
2019
Q1 | $5.17M | Buy |
20,909
+1,771
| +9% | +$438K | 1.56% | 13 |
|
|
2018
Q4 | $4.77M | Sell |
19,138
-310
| -2% | -$77.2K | 1.65% | 12 |
|
|
2018
Q3 | $5.17M | Buy |
19,448
+88
| +0.5% | +$23.4K | 1.51% | 15 |
|
|
2018
Q2 | $4.75M | Buy |
+19,360
| New | +$4.75M | 1.48% | 16 |
|