Occidental Asset Management’s UnitedHealth UNH Stock Holding History

Occidental Asset Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,358	Closed	-$4.38M	–	273
2025 Q1	$4.38M	Buy	8,358 +787	+10%	+$412K	0.66%	43
2024 Q4	$3.83M	Buy	7,571 +574	+8%	+$290K	0.6%	47
2024 Q3	$4.09M	Buy	6,997 +328	+5%	+$192K	0.66%	39
2024 Q2	$3.4M	Buy	6,669 +376	+6%	+$191K	0.6%	47
2024 Q1	$3.11M	Buy	6,293 +106	+2%	+$52.4K	0.58%	48
2023 Q4	$3.26M	Sell	6,187 -460	-7%	-$242K	0.68%	32
2023 Q3	$3.35M	Buy	6,647 +116	+2%	+$58.5K	0.78%	26
2023 Q2	$3.14M	Buy	6,531 +102	+2%	+$49K	0.71%	27
2023 Q1	$3.04M	Buy	6,429 +75	+1%	+$35.4K	0.76%	29
2022 Q4	$3.37M	Buy	6,354 +332	+6%	+$176K	0.92%	20
2022 Q3	$3.04M	Buy	6,022 +94	+2%	+$47.5K	0.91%	21
2022 Q2	$3.05M	Sell	5,928 -47	-0.8%	-$24.1K	0.9%	22
2022 Q1	$3.05M	Buy	5,975 +89	+2%	+$45.4K	0.78%	23
2021 Q4	$2.96M	Buy	5,886 +124	+2%	+$62.3K	0.7%	27
2021 Q3	$2.25M	Buy	5,762 +203	+4%	+$79.3K	0.58%	37
2021 Q2	$2.23M	Buy	5,559 +233	+4%	+$93.3K	0.59%	36
2021 Q1	$1.98M	Buy	5,326 +815	+18%	+$303K	0.59%	34
2020 Q4	$1.58M	Buy	4,511 +294	+7%	+$103K	0.52%	38
2020 Q3	$1.32M	Sell	4,217 -33	-0.8%	-$10.3K	0.55%	37
2020 Q2	$1.25M	Buy	4,250 +62	+1%	+$18.3K	0.55%	35
2020 Q1	$1.04M	Sell	4,188 -274	-6%	-$68.3K	0.53%	39
2019 Q4	$1.31M	Buy	4,462 +392	+10%	+$115K	0.53%	33
2019 Q3	$884K	Buy	4,070 +2,970	+270%	+$645K	0.37%	58
2019 Q2	$268K	Hold	1,100	–	–	0.12%	128
2019 Q1	$272K	Hold	1,100	–	–	0.13%	124
2018 Q4	$274K	Hold	1,100	–	–	0.15%	115
2018 Q3	$293K	Hold	1,100	–	–	0.15%	131
2018 Q2	$270K	Hold	1,100	–	–	0.14%	127
2018 Q1	$235K	Hold	1,100	–	–	0.13%	129
2017 Q4	$243K	Hold	1,100	–	–	0.13%	129
2017 Q3	$215K	Hold	1,100	–	–	0.12%	126
2017 Q2	$204K	Buy	+1,100	New	+$204K	0.12%	134
2016 Q4	–	Sell	-1,525	Closed	-$214K	–	137
2016 Q3	$214K	Hold	1,525	–	–	0.17%	88
2016 Q2	$215K	Buy	+1,525	New	+$215K	0.19%	88