CAM
Cypress Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
10,054
-42
| -0.4% | -$13.1K | 0.76% | 35 |
|
|
2025
Q1 | $5.29M | Sell |
10,096
-62
| -0.6% | -$32.5K | 1.42% | 22 |
|
|
2024
Q4 | $5.24M | Sell |
10,158
-343
| -3% | -$177K | 1.3% | 23 |
|
|
2024
Q3 | $6.14M | Buy |
10,501
+189
| +2% | +$111K | 1.53% | 18 |
|
|
2024
Q2 | $5.36M | Buy |
10,312
+194
| +2% | +$101K | 1.38% | 23 |
|
|
2024
Q1 | $5.09M | Buy |
10,118
+114
| +1% | +$57.3K | 1.38% | 23 |
|
|
2023
Q4 | $5.27M | Buy |
10,004
+164
| +2% | +$86.3K | 1.58% | 21 |
|
|
2023
Q3 | $4.94M | Buy |
9,840
+1,709
| +21% | +$858K | 1.65% | 16 |
|
|
2023
Q2 | $3.97M | Buy |
8,131
+156
| +2% | +$76.1K | 1.28% | 29 |
|
|
2023
Q1 | $3.77M | Buy |
7,975
+1,117
| +16% | +$528K | 1.3% | 28 |
|
|
2022
Q4 | $3.64M | Sell |
6,858
-205
| -3% | -$109K | 1.32% | 25 |
|
|
2022
Q3 | $3.57M | Sell |
7,063
-75
| -1% | -$37.9K | 1.36% | 24 |
|
|
2022
Q2 | $3.67M | Sell |
7,138
-385
| -5% | -$198K | 1.31% | 25 |
|
|
2022
Q1 | $3.84M | Sell |
7,523
-1,575
| -17% | -$803K | 1.13% | 28 |
|
|
2021
Q4 | $4.57M | Sell |
9,098
-33
| -0.4% | -$16.6K | 1.09% | 28 |
|
|
2021
Q3 | $3.57M | Sell |
9,131
-10
| -0.1% | -$3.91K | 0.93% | 37 |
|
|
2021
Q2 | $3.66M | Sell |
9,141
-35
| -0.4% | -$14K | 0.94% | 38 |
|
|
2021
Q1 | $3.41M | Hold |
9,176
| – | – | 0.95% | 36 |
|
|
2020
Q4 | $3.22M | Sell |
9,176
-40
| -0.4% | -$14K | 0.9% | 37 |
|
|
2020
Q3 | $2.87M | Buy |
9,216
+76
| +0.8% | +$23.7K | 0.9% | 37 |
|
|
2020
Q2 | $2.7M | Sell |
9,140
-435
| -5% | -$128K | 0.9% | 36 |
|
|
2020
Q1 | $2.39M | Buy |
9,575
+1,780
| +23% | +$444K | 1.03% | 30 |
|
|
2019
Q4 | $2.29M | Sell |
7,795
-595
| -7% | -$175K | 0.78% | 39 |
|
|
2019
Q3 | $1.82M | Buy |
8,390
+265
| +3% | +$57.6K | 0.63% | 55 |
|
|
2019
Q2 | $1.98M | Buy |
8,125
+845
| +12% | +$206K | 0.68% | 52 |
|
|
2019
Q1 | $1.8M | Buy |
7,280
+5,120
| +237% | +$1.27M | 0.61% | 55 |
|
|
2018
Q4 | $538K | Sell |
2,160
-50
| -2% | -$12.5K | 0.2% | 107 |
|
|
2018
Q3 | $588K | Hold |
2,210
| – | – | 0.17% | 121 |
|
|
2018
Q2 | $542K | Hold |
2,210
| – | – | 0.16% | 124 |
|
|
2018
Q1 | $473K | Sell |
2,210
-590
| -21% | -$126K | 0.14% | 120 |
|
|
2017
Q4 | $617K | Buy |
2,800
+100
| +4% | +$22K | 0.13% | 117 |
|
|
2017
Q3 | $529K | Hold |
2,700
| – | – | 0.11% | 126 |
|
|
2017
Q2 | $501K | Sell |
2,700
-100
| -4% | -$18.6K | 0.1% | 131 |
|
|
2017
Q1 | $459K | Sell |
2,800
-250
| -8% | -$41K | 0.09% | 151 |
|
|
2016
Q4 | $488K | Hold |
3,050
| – | – | 0.09% | 149 |
|
|
2016
Q3 | $427K | Buy |
3,050
+150
| +5% | +$21K | 0.09% | 144 |
|
|
2016
Q2 | $409K | Hold |
2,900
| – | – | 0.08% | 148 |
|
|
2016
Q1 | $374K | Hold |
2,900
| – | – | 0.08% | 152 |
|
|
2015
Q4 | $341K | Hold |
2,900
| – | – | 0.07% | 152 |
|
|
2015
Q3 | $336K | Hold |
2,900
| – | – | 0.07% | 150 |
|
|
2015
Q2 | $354K | Buy |
2,900
+50
| +2% | +$6.1K | 0.07% | 161 |
|
|
2015
Q1 | $337K | Buy |
2,850
+100
| +4% | +$11.8K | 0.06% | 159 |
|
|
2014
Q4 | $278K | Buy |
+2,750
| New | +$278K | 0.05% | 169 |
|