OC
Oarsman Capital’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
4,804
-163
| -3% | -$50.8K | 0.24% | 83 |
|
|
2025
Q1 | $2.6M | Buy |
4,967
+224
| +5% | +$117K | 0.47% | 41 |
|
|
2024
Q4 | $2.4M | Buy |
4,743
+649
| +16% | +$328K | 0.42% | 45 |
|
|
2024
Q3 | $2.39M | Buy |
4,094
+173
| +4% | +$101K | 0.44% | 46 |
|
|
2024
Q2 | $2M | Buy |
3,921
+194
| +5% | +$98.8K | 0.44% | 47 |
|
|
2024
Q1 | $1.84M | Sell |
3,727
-492
| -12% | -$243K | 0.44% | 50 |
|
|
2023
Q4 | $2.22M | Buy |
4,219
+138
| +3% | +$72.6K | 0.59% | 42 |
|
|
2023
Q3 | $2.06M | Buy |
4,081
+26
| +0.6% | +$13.1K | 0.86% | 26 |
|
|
2023
Q2 | $1.95M | Sell |
4,055
-559
| -12% | -$269K | 0.85% | 27 |
|
|
2023
Q1 | $2.18M | Sell |
4,614
-1
| -0% | -$473 | 1.02% | 23 |
|
|
2022
Q4 | $2.45M | Sell |
4,615
-472
| -9% | -$250K | 1.25% | 16 |
|
|
2022
Q3 | $2.57M | Sell |
5,087
-223
| -4% | -$113K | 1.38% | 16 |
|
|
2022
Q2 | $2.73M | Buy |
5,310
+76
| +1% | +$39K | 1.35% | 19 |
|
|
2022
Q1 | $2.67M | Sell |
5,234
-294
| -5% | -$150K | 1.04% | 25 |
|
|
2021
Q4 | $2.78M | Sell |
5,528
-27
| -0.5% | -$13.6K | 1.09% | 23 |
|
|
2021
Q3 | $2.17M | Buy |
5,555
+7
| +0.1% | +$2.74K | 0.88% | 31 |
|
|
2021
Q2 | $2.22M | Sell |
5,548
-401
| -7% | -$161K | 0.88% | 29 |
|
|
2021
Q1 | $2.21M | Sell |
5,949
-1,374
| -19% | -$511K | 0.96% | 22 |
|
|
2020
Q4 | $2.57M | Buy |
7,323
+25
| +0.3% | +$8.77K | 1% | 26 |
|
|
2020
Q3 | $2.28M | Sell |
7,298
-421
| -5% | -$131K | 1.03% | 28 |
|
|
2020
Q2 | $2.28M | Buy |
7,719
+1,084
| +16% | +$320K | 1.13% | 25 |
|
|
2020
Q1 | $1.66M | Sell |
6,635
-1,013
| -13% | -$253K | 1.53% | 21 |
|
|
2019
Q4 | $2.25M | Sell |
7,648
-92
| -1% | -$27K | 1.03% | 27 |
|
|
2019
Q3 | $1.68M | Buy |
7,740
+136
| +2% | +$29.6K | 0.8% | 44 |
|
|
2019
Q2 | $1.86M | Buy |
7,604
+1,315
| +21% | +$321K | 0.84% | 43 |
|
|
2019
Q1 | $1.56M | Buy |
6,289
+3,483
| +124% | +$861K | 0.74% | 49 |
|
|
2018
Q4 | $699K | Buy |
2,806
+1
| +0% | +$249 | 0.36% | 86 |
|
|
2018
Q3 | $746K | Sell |
2,805
-555
| -17% | -$148K | 0.3% | 89 |
|
|
2018
Q2 | $824K | Sell |
3,360
-300
| -8% | -$73.6K | 0.37% | 85 |
|
|
2018
Q1 | $783K | Sell |
3,660
-189
| -5% | -$40.4K | 0.36% | 87 |
|
|
2017
Q4 | $849K | Sell |
3,849
-100
| -3% | -$22.1K | 0.37% | 85 |
|
|
2017
Q3 | $773K | Sell |
3,949
-129
| -3% | -$25.3K | 0.33% | 85 |
|
|
2017
Q2 | $756K | Sell |
4,078
-150
| -4% | -$27.8K | 0.35% | 84 |
|
|
2017
Q1 | $693K | Sell |
4,228
-1,220
| -22% | -$200K | 0.32% | 86 |
|
|
2016
Q4 | $872K | Sell |
5,448
-1,945
| -26% | -$311K | 0.56% | 60 |
|
|
2016
Q3 | $1.04M | Hold |
7,393
| – | – | 0.53% | 66 |
|
|
2016
Q2 | $1.04M | Buy |
7,393
+6
| +0.1% | +$847 | 0.54% | 66 |
|
|
2016
Q1 | $952K | Sell |
7,387
-39
| -0.5% | -$5.03K | 0.51% | 75 |
|
|
2015
Q4 | $874K | Buy |
7,426
+619
| +9% | +$72.9K | 0.49% | 72 |
|
|
2015
Q3 | $790K | Buy |
6,807
+60
| +0.9% | +$6.96K | 0.47% | 75 |
|
|
2015
Q2 | $823K | Buy |
6,747
+295
| +5% | +$36K | 0.56% | 64 |
|
|
2015
Q1 | $763K | Buy |
6,452
+46
| +0.7% | +$5.44K | 0.53% | 69 |
|
|
2014
Q4 | $648K | Buy |
6,406
+1,050
| +20% | +$106K | 0.47% | 74 |
|
|
2014
Q3 | $462K | Buy |
5,356
+311
| +6% | +$26.8K | 0.34% | 105 |
|
|
2014
Q2 | $412K | Buy |
5,045
+475
| +10% | +$38.8K | 0.3% | 115 |
|
|
2014
Q1 | $375K | Buy |
4,570
+820
| +22% | +$67.3K | 0.29% | 117 |
|
|
2013
Q4 | $282K | Buy |
+3,750
| New | +$282K | 0.23% | 122 |
|