Cypress Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,585
| Closed | -$4.5M | – | 234 |
|
|
2025
Q1 | $4.5M | Sell |
8,585
-1,155
| -12% | -$590K | 0.59% | 47 |
|
|
2024
Q4 | $4.93M | Sell |
9,740
-241
| -2% | -$137K | 0.6% | 43 |
|
|
2024
Q3 | $5.84M | Sell |
9,981
-296
| -3% | -$167K | 0.66% | 39 |
|
|
2024
Q2 | $5.23M | Buy |
10,277
+533
| +5% | +$261K | 0.63% | 41 |
|
|
2024
Q1 | $4.82M | Buy |
9,744
+2,125
| +28% | +$1.08M | 0.58% | 47 |
|
|
2023
Q4 | $4.01M | Buy |
7,619
+671
| +10% | +$358K | 0.52% | 52 |
|
|
2023
Q3 | $3.5M | Sell |
6,948
-1,085
| -14% | -$534K | 0.51% | 54 |
|
|
2023
Q2 | $3.86M | Buy |
8,033
+373
| +5% | +$182K | 0.56% | 49 |
|
|
2023
Q1 | $3.62M | Buy |
7,660
+198
| +3% | +$95.5K | 0.56% | 52 |
|
|
2022
Q4 | $3.96M | Buy |
7,462
+265
| +4% | +$140K | 0.6% | 49 |
|
|
2022
Q3 | $3.63M | Buy |
7,197
+350
| +5% | +$184K | 0.61% | 50 |
|
|
2022
Q2 | $3.52M | Buy |
6,847
+177
| +3% | +$88.9K | 0.54% | 53 |
|
|
2022
Q1 | $3.4M | Sell |
6,670
-23
| -0.3% | -$11.1K | 0.42% | 69 |
|
|
2021
Q4 | $3.36M | Sell |
6,693
-2,242
| -25% | -$1.01M | 0.42% | 66 |
|
|
2021
Q3 | $3.49M | Sell |
8,935
-360
| -4% | -$149K | 0.47% | 57 |
|
|
2021
Q2 | $3.72M | Buy |
9,295
+180
| +2% | +$71.8K | 0.5% | 56 |
|
|
2021
Q1 | $3.39M | Sell |
9,115
-727
| -7% | -$252K | 0.48% | 58 |
|
|
2020
Q4 | $3.45M | Buy |
9,842
+2,239
| +29% | +$751K | 0.52% | 54 |
|
|
2020
Q3 | $2.37M | Sell |
7,603
-40
| -0.5% | -$12.3K | 0.39% | 64 |
|
|
2020
Q2 | $2.25M | Buy |
7,643
+841
| +12% | +$241K | 0.41% | 64 |
|
|
2020
Q1 | $1.7M | Sell |
6,802
-352
| -5% | -$96.9K | 0.39% | 69 |
|
|
2019
Q4 | $2.1M | Buy |
7,154
+39
| +0.5% | +$10.2K | 0.37% | 72 |
|
|
2019
Q3 | $1.55M | Buy |
7,115
+1,932
| +37% | +$466K | 0.3% | 89 |
|
|
2019
Q2 | $1.26M | Sell |
5,183
-1,526
| -23% | -$367K | 0.25% | 96 |
|
|
2019
Q1 | $1.66M | Buy |
6,709
+2,593
| +63% | +$661K | 0.34% | 80 |
|
|
2018
Q4 | $1.02M | Buy |
4,116
+60
| +1% | +$15.8K | 0.23% | 98 |
|
|
2018
Q3 | $1.08M | Buy |
4,056
+436
| +12% | +$113K | 0.2% | 110 |
|
|
2018
Q2 | $888K | Sell |
3,620
-348
| -9% | -$83.6K | 0.18% | 110 |
|
|
2018
Q1 | $850K | Sell |
3,968
-701
| -15% | -$160K | 0.18% | 117 |
|
|
2017
Q4 | $1.03M | Buy |
4,669
+627
| +16% | +$133K | 0.21% | 105 |
|
|
2017
Q3 | $792K | Hold |
4,042
| – | – | 0.17% | 112 |
|
|
2017
Q2 | $749K | Hold |
4,042
| – | – | 0.17% | 115 |
|
|
2017
Q1 | $663K | Sell |
4,042
-168
| -4% | -$27.5K | 0.15% | 106 |
|
|
2016
Q4 | $674K | Sell |
4,210
-58
| -1% | -$8.66K | 0.16% | 105 |
|
|
2016
Q3 | $598K | Sell |
4,268
-225
| -5% | -$31.5K | 0.14% | 116 |
|
|
2016
Q2 | $634K | Buy |
4,493
+260
| +6% | +$34.7K | 0.15% | 110 |
|
|
2016
Q1 | $545K | Sell |
4,233
-442
| -9% | -$52.3K | 0.13% | 115 |
|
|
2015
Q4 | $550K | Hold |
4,675
| – | – | 0.13% | 120 |
|
|
2015
Q3 | $542K | Hold |
4,675
| – | – | 0.13% | 125 |
|
|
2015
Q2 | $571K | Buy |
4,675
+1,158
| +33% | +$137K | 0.13% | 130 |
|
|
2015
Q1 | $416K | Hold |
3,517
| – | – | 0.09% | 158 |
|
|
2014
Q4 | $356K | Sell |
3,517
-568
| -14% | -$53.8K | 0.08% | 163 |
|
|
2014
Q3 | $352K | Buy |
4,085
+194
| +5% | +$16.4K | 0.08% | 157 |
|
|
2014
Q2 | $318K | Buy |
3,891
+374
| +11% | +$29.4K | 0.07% | 170 |
|
|
2014
Q1 | $289K | Hold |
3,517
| – | – | 0.07% | 174 |
|
|
2013
Q4 | $265K | Hold |
3,517
| – | – | 0.07% | 179 |
|
|
2013
Q3 | $251K | Hold |
3,517
| – | – | 0.06% | 173 |
|
|
2013
Q2 | $231K | Buy |
+3,517
| New | +$219K | 0.05% | 199 |
|
Other funds holding UNH
