OCM
One Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
3,620
+45
| +1% | +$14K | 0.04% | 203 |
|
|
2025
Q1 | $1.87M | Buy |
3,575
+174
| +5% | +$91.1K | 0.06% | 172 |
|
|
2024
Q4 | $1.72M | Sell |
3,401
-1,296
| -28% | -$656K | 0.06% | 171 |
|
|
2024
Q3 | $2.75M | Buy |
4,697
+86
| +2% | +$50.3K | 0.09% | 147 |
|
|
2024
Q2 | $2.35M | Buy |
4,611
+1,864
| +68% | +$949K | 0.08% | 158 |
|
|
2024
Q1 | $1.36M | Sell |
2,747
-311
| -10% | -$154K | 0.05% | 164 |
|
|
2023
Q4 | $1.61M | Sell |
3,058
-63
| -2% | -$33.2K | 0.06% | 154 |
|
|
2023
Q3 | $1.57M | Buy |
3,121
+87
| +3% | +$43.9K | 0.07% | 145 |
|
|
2023
Q2 | $1.46M | Sell |
3,034
-457
| -13% | -$220K | 0.07% | 157 |
|
|
2023
Q1 | $1.65M | Buy |
3,491
+1,351
| +63% | +$638K | 0.08% | 151 |
|
|
2022
Q4 | $1.13M | Sell |
2,140
-427
| -17% | -$226K | 0.06% | 164 |
|
|
2022
Q3 | $1.3M | Buy |
2,567
+140
| +6% | +$70.7K | 0.08% | 154 |
|
|
2022
Q2 | $1.25M | Buy |
2,427
+127
| +6% | +$65.2K | 0.07% | 160 |
|
|
2022
Q1 | $1.17M | Sell |
2,300
-76
| -3% | -$38.7K | 0.06% | 165 |
|
|
2021
Q4 | $1.19M | Buy |
2,376
+556
| +31% | +$279K | 0.09% | 123 |
|
|
2021
Q3 | $711K | Sell |
1,820
-16
| -0.9% | -$6.25K | 0.06% | 138 |
|
|
2021
Q2 | $735K | Buy |
1,836
+264
| +17% | +$106K | 0.07% | 137 |
|
|
2021
Q1 | $584K | Buy |
1,572
+16
| +1% | +$5.94K | 0.06% | 121 |
|
|
2020
Q4 | $546K | Buy |
1,556
+849
| +120% | +$298K | 0.07% | 124 |
|
|
2020
Q3 | $220K | Sell |
707
-691
| -49% | -$215K | 0.03% | 152 |
|
|
2020
Q2 | $412K | Sell |
1,398
-534
| -28% | -$157K | 0.06% | 135 |
|
|
2020
Q1 | $482K | Buy |
1,932
+1,125
| +139% | +$281K | 0.08% | 130 |
|
|
2019
Q4 | $237K | Buy |
+807
| New | +$237K | 0.04% | 150 |
|
|
2019
Q3 | – | Sell |
-926
| Closed | -$226K | – | 175 |
|
|
2019
Q2 | $226K | Buy |
926
+85
| +10% | +$20.7K | 0.04% | 161 |
|
|
2019
Q1 | $208K | Sell |
841
-31
| -4% | -$7.67K | 0.04% | 166 |
|
|
2018
Q4 | $217K | Buy |
872
+106
| +14% | +$26.4K | 0.04% | 155 |
|
|
2018
Q3 | $204K | Buy |
+766
| New | +$204K | 0.04% | 167 |
|