Cumberland Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,920
| Closed | -$1.01M | – | 199 |
|
|
2025
Q1 | $1.01M | Sell |
1,920
-33,110
| -95% | -$17.3M | 0.08% | 132 |
|
|
2024
Q4 | $17.7M | Sell |
35,030
-25,944
| -43% | -$13.1M | 1.24% | 27 |
|
|
2024
Q3 | $35.7M | Buy |
60,974
+9,718
| +19% | +$5.68M | 2.47% | 11 |
|
|
2024
Q2 | $26.1M | Sell |
51,256
-11,635
| -19% | -$5.93M | 1.9% | 21 |
|
|
2024
Q1 | $31.1M | Sell |
62,891
-8,716
| -12% | -$4.31M | 2.26% | 16 |
|
|
2023
Q4 | $36.5M | Buy |
71,607
+7,263
| +11% | +$3.7M | 3.34% | 5 |
|
|
2023
Q3 | $32.4M | Buy |
64,344
+72
| +0.1% | +$36.3K | 3.12% | 8 |
|
|
2023
Q2 | $30.9M | Buy |
64,272
+600
| +0.9% | +$288K | 2.83% | 9 |
|
|
2023
Q1 | $30.1M | Sell |
63,672
-6,124
| -9% | -$2.89M | 2.95% | 10 |
|
|
2022
Q4 | $37M | Sell |
69,796
-5,606
| -7% | -$2.97M | 3.9% | 4 |
|
|
2022
Q3 | $38.1M | Sell |
75,402
-180
| -0.2% | -$90.9K | 4.04% | 3 |
|
|
2022
Q2 | $38.8M | Buy |
75,582
+3,024
| +4% | +$1.55M | 3.7% | 5 |
|
|
2022
Q1 | $37M | Buy |
72,558
+854
| +1% | +$436K | 2.8% | 9 |
|
|
2021
Q4 | $36M | Buy |
71,704
+2,149
| +3% | +$1.08M | 2.53% | 9 |
|
|
2021
Q3 | $27.2M | Sell |
69,555
-2,054
| -3% | -$803K | 2.23% | 10 |
|
|
2021
Q2 | $28.7M | Sell |
71,609
-2,231
| -3% | -$893K | 2.25% | 9 |
|
|
2021
Q1 | $27.5M | Buy |
73,840
+2,593
| +4% | +$965K | 2.26% | 11 |
|
|
2020
Q4 | $25M | Buy |
71,247
+10,412
| +17% | +$3.65M | 2.24% | 12 |
|
|
2020
Q3 | $19M | Sell |
60,835
-4,651
| -7% | -$1.45M | 1.98% | 18 |
|
|
2020
Q2 | $19.3M | Buy |
65,486
+3,067
| +5% | +$905K | 2% | 16 |
|
|
2020
Q1 | $15.6M | Sell |
62,419
-27,741
| -31% | -$6.92M | 1.87% | 18 |
|
|
2019
Q4 | $26.5M | Sell |
90,160
-1,064
| -1% | -$313K | 2.35% | 12 |
|
|
2019
Q3 | $19.8M | Buy |
91,224
+563
| +0.6% | +$122K | 1.91% | 16 |
|
|
2019
Q2 | $22.1M | Sell |
90,661
-2,707
| -3% | -$661K | 2.13% | 14 |
|
|
2019
Q1 | $23.1M | Sell |
93,368
-530
| -0.6% | -$131K | 2.32% | 12 |
|
|
2018
Q4 | $23.4M | Buy |
93,898
+90,008
| +2,314% | +$22.4M | 2.64% | 11 |
|
|
2018
Q3 | $1.04M | Sell |
3,890
-6,645
| -63% | -$1.77M | 0.1% | 108 |
|
|
2018
Q2 | $2.59M | Buy |
+10,535
| New | +$2.59M | 0.26% | 70 |
|
|
2015
Q1 | – | Sell |
-6,900
| Closed | -$698K | – | 69 |
|
|
2014
Q4 | $698K | Hold |
6,900
| – | – | 0.07% | 51 |
|
|
2014
Q3 | $595K | Hold |
6,900
| – | – | 0.07% | 43 |
|
|
2014
Q2 | $564K | Hold |
6,900
| – | – | 0.06% | 45 |
|
|
2014
Q1 | $566K | Hold |
6,900
| – | – | 0.07% | 44 |
|
|
2013
Q4 | $520K | Hold |
6,900
| – | – | 0.06% | 45 |
|
|
2013
Q3 | $494K | Sell |
6,900
-1,700
| -20% | -$122K | 0.06% | 49 |
|
|
2013
Q2 | $563K | Buy |
+8,600
| New | +$563K | 0.07% | 50 |
|