OCM
Olstein Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8M | Buy |
25,000
+11,000
| +79% | +$3.43M | 1.46% | 18 |
|
|
2025
Q1 | $7.33M | Sell |
14,000
-1,200
| -8% | -$629K | 1.35% | 31 |
|
|
2024
Q4 | $7.69M | Buy |
15,200
+3,200
| +27% | +$1.62M | 1.35% | 29 |
|
|
2024
Q3 | $7.02M | Sell |
12,000
-4,500
| -27% | -$2.63M | 1.19% | 45 |
|
|
2024
Q2 | $8.4M | Buy |
16,500
+2,000
| +14% | +$1.02M | 1.49% | 17 |
|
|
2024
Q1 | $7.17M | Buy |
14,500
+7,000
| +93% | +$3.46M | 1.17% | 45 |
|
|
2023
Q4 | $3.95M | Sell |
7,500
-6,000
| -44% | -$3.16M | 0.67% | 65 |
|
|
2023
Q3 | $6.81M | Sell |
13,500
-1,000
| -7% | -$504K | 1.17% | 44 |
|
|
2023
Q2 | $6.97M | Buy |
14,500
+3,500
| +32% | +$1.68M | 1.13% | 45 |
|
|
2023
Q1 | $5.2M | Buy |
11,000
+3,250
| +42% | +$1.54M | 0.81% | 65 |
|
|
2022
Q4 | $4.11M | Sell |
7,750
-950
| -11% | -$504K | 0.64% | 74 |
|
|
2022
Q3 | $4.39M | Sell |
8,700
-1,300
| -13% | -$657K | 0.74% | 71 |
|
|
2022
Q2 | $5.14M | Sell |
10,000
-500
| -5% | -$257K | 0.77% | 68 |
|
|
2022
Q1 | $5.36M | Sell |
10,500
-500
| -5% | -$255K | 0.67% | 71 |
|
|
2021
Q4 | $5.52M | Sell |
11,000
-6,500
| -37% | -$3.26M | 0.66% | 72 |
|
|
2021
Q3 | $6.84M | Sell |
17,500
-1,000
| -5% | -$391K | 0.84% | 63 |
|
|
2021
Q2 | $7.41M | Sell |
18,500
-3,500
| -16% | -$1.4M | 0.93% | 53 |
|
|
2021
Q1 | $8.19M | Buy |
22,000
+6,000
| +38% | +$2.23M | 1.14% | 37 |
|
|
2020
Q4 | $5.61M | Sell |
16,000
-7,000
| -30% | -$2.45M | 0.9% | 55 |
|
|
2020
Q3 | $7.17M | Hold |
23,000
| – | – | 1.3% | 31 |
|
|
2020
Q2 | $6.78M | Sell |
23,000
-5,000
| -18% | -$1.47M | 1.27% | 26 |
|
|
2020
Q1 | $6.98M | Buy |
28,000
+6,000
| +27% | +$1.5M | 1.53% | 14 |
|
|
2019
Q4 | $6.47M | Sell |
22,000
-13,000
| -37% | -$3.82M | 1% | 48 |
|
|
2019
Q3 | $7.61M | Buy |
35,000
+7,000
| +25% | +$1.52M | 1.19% | 28 |
|
|
2019
Q2 | $6.83M | Buy |
28,000
+13,000
| +87% | +$3.17M | 1.11% | 35 |
|
|
2019
Q1 | $3.71M | Buy |
15,000
+3,600
| +32% | +$890K | 0.61% | 81 |
|
|
2018
Q4 | $2.84M | Sell |
11,400
-7,600
| -40% | -$1.89M | 0.46% | 91 |
|
|
2018
Q3 | $5.06M | Sell |
19,000
-1,000
| -5% | -$266K | 0.68% | 75 |
|
|
2018
Q2 | $4.91M | Sell |
20,000
-11,920
| -37% | -$2.92M | 0.65% | 78 |
|
|
2018
Q1 | $6.83M | Buy |
31,920
+8,920
| +39% | +$1.91M | 0.87% | 53 |
|
|
2017
Q4 | $5.07M | Sell |
23,000
-4,000
| -15% | -$882K | 0.65% | 68 |
|
|
2017
Q3 | $5.29M | Sell |
27,000
-2,000
| -7% | -$392K | 0.68% | 71 |
|
|
2017
Q2 | $5.38M | Sell |
29,000
-12,000
| -29% | -$2.22M | 0.68% | 68 |
|
|
2017
Q1 | $6.72M | Sell |
41,000
-11,000
| -21% | -$1.8M | 0.86% | 56 |
|
|
2016
Q4 | $8.32M | Buy |
52,000
+3,000
| +6% | +$480K | 1.07% | 40 |
|
|
2016
Q3 | $6.86M | Buy |
49,000
+3,000
| +7% | +$420K | 0.9% | 52 |
|
|
2016
Q2 | $6.5M | Sell |
46,000
-9,000
| -16% | -$1.27M | 0.88% | 53 |
|
|
2016
Q1 | $7.09M | Sell |
55,000
-6,000
| -10% | -$773K | 0.95% | 51 |
|
|
2015
Q4 | $7.18M | Buy |
61,000
+3,000
| +5% | +$353K | 0.93% | 51 |
|
|
2015
Q3 | $6.73M | Sell |
58,000
-8,000
| -12% | -$928K | 0.84% | 56 |
|
|
2015
Q2 | $8.05M | Buy |
66,000
+9,000
| +16% | +$1.1M | 0.84% | 53 |
|
|
2015
Q1 | $6.74M | Buy |
57,000
+11,000
| +24% | +$1.3M | 0.73% | 63 |
|
|
2014
Q4 | $4.65M | Sell |
46,000
-5,000
| -10% | -$505K | 0.57% | 89 |
|
|
2014
Q3 | $4.4M | Hold |
51,000
| – | – | 0.57% | 88 |
|
|
2014
Q2 | $4.17M | Buy |
51,000
+5,000
| +11% | +$409K | 0.56% | 87 |
|
|
2014
Q1 | $3.77M | Buy |
+46,000
| New | +$3.77M | 0.52% | 91 |
|