OAM
Oppenheimer Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
42,324
-29,538
| -41% | -$9.21M | 0.15% | 160 |
|
|
2025
Q1 | $37.6M | Sell |
71,862
-2,768
| -4% | -$1.45M | 0.47% | 41 |
|
|
2024
Q4 | $37.8M | Sell |
74,630
-13,216
| -15% | -$6.69M | 0.46% | 42 |
|
|
2024
Q3 | $51.4M | Sell |
87,846
-1,961
| -2% | -$1.15M | 0.62% | 26 |
|
|
2024
Q2 | $45.7M | Buy |
89,807
+8,606
| +11% | +$4.38M | 0.58% | 30 |
|
|
2024
Q1 | $40.2M | Sell |
81,201
-22,287
| -22% | -$11M | 0.59% | 36 |
|
|
2023
Q4 | $54.5M | Buy |
103,488
+710
| +0.7% | +$374K | 0.76% | 21 |
|
|
2023
Q3 | $51.8M | Sell |
102,778
-2,814
| -3% | -$1.42M | 0.8% | 18 |
|
|
2023
Q2 | $50.8M | Sell |
105,592
-926
| -0.9% | -$445K | 0.75% | 23 |
|
|
2023
Q1 | $50.3M | Sell |
106,518
-4,829
| -4% | -$2.28M | 0.78% | 19 |
|
|
2022
Q4 | $59M | Sell |
111,347
-1,437
| -1% | -$762K | 0.95% | 11 |
|
|
2022
Q3 | $57M | Sell |
112,784
-455
| -0.4% | -$230K | 1% | 9 |
|
|
2022
Q2 | $58.2M | Sell |
113,239
-14,990
| -12% | -$7.7M | 0.97% | 13 |
|
|
2022
Q1 | $65.4M | Sell |
128,229
-1,557
| -1% | -$794K | 0.93% | 13 |
|
|
2021
Q4 | $65.2M | Sell |
129,786
-1,692
| -1% | -$850K | 0.86% | 16 |
|
|
2021
Q3 | $51.4M | Buy |
131,478
+648
| +0.5% | +$253K | 0.73% | 23 |
|
|
2021
Q2 | $52.4M | Buy |
130,830
+1,437
| +1% | +$575K | 0.75% | 23 |
|
|
2021
Q1 | $48.1M | Buy |
129,393
+2,111
| +2% | +$785K | 0.75% | 24 |
|
|
2020
Q4 | $44.6M | Buy |
127,282
+1,308
| +1% | +$459K | 0.75% | 23 |
|
|
2020
Q3 | $39.3M | Buy |
125,974
+40,291
| +47% | +$12.6M | 0.76% | 20 |
|
|
2020
Q2 | $25.3M | Buy |
85,683
+15,939
| +23% | +$4.7M | 0.52% | 42 |
|
|
2020
Q1 | $17.4M | Buy |
69,744
+5,170
| +8% | +$1.29M | 0.43% | 49 |
|
|
2019
Q4 | $19M | Buy |
64,574
+2,775
| +4% | +$816K | 0.4% | 45 |
|
|
2019
Q3 | $13.4M | Sell |
61,799
-20,025
| -24% | -$4.35M | 0.3% | 78 |
|
|
2019
Q2 | $20M | Sell |
81,824
-385
| -0.5% | -$93.9K | 0.44% | 38 |
|
|
2019
Q1 | $20.3M | Sell |
82,209
-8,238
| -9% | -$2.04M | 0.46% | 38 |
|
|
2018
Q4 | $22.5M | Sell |
90,447
-2,401
| -3% | -$598K | 0.56% | 31 |
|
|
2018
Q3 | $24.7M | Buy |
92,848
+258
| +0.3% | +$68.6K | 0.55% | 31 |
|
|
2018
Q2 | $22.7M | Sell |
92,590
-2,369
| -2% | -$581K | 0.56% | 29 |
|
|
2018
Q1 | $20.3M | Sell |
94,959
-4,235
| -4% | -$906K | 0.51% | 37 |
|
|
2017
Q4 | $19.4M | Hold |
99,194
| – | – | 0.52% | 36 |
|
|
2017
Q3 | $19.4M | Sell |
99,194
-6,015
| -6% | -$1.18M | 0.5% | 37 |
|
|
2017
Q2 | $19.5M | Sell |
105,209
-9,585
| -8% | -$1.78M | 0.54% | 33 |
|
|
2017
Q1 | $18.8M | Buy |
+114,794
| New | +$18.8M | 0.54% | 31 |
|