OC
Oppenheimer & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
56,542
+4,777
| +9% | +$1.49M | 0.23% | 78 |
|
|
2025
Q1 | $27.1M | Sell |
51,765
-7,555
| -13% | -$3.96M | 0.41% | 38 |
|
|
2024
Q4 | $30M | Buy |
59,320
+830
| +1% | +$420K | 0.45% | 31 |
|
|
2024
Q3 | $34.2M | Sell |
58,490
-208
| -0.4% | -$122K | 0.52% | 26 |
|
|
2024
Q2 | $29.9M | Sell |
58,698
-1,587
| -3% | -$808K | 0.47% | 29 |
|
|
2024
Q1 | $29.8M | Sell |
60,285
-159
| -0.3% | -$78.7K | 0.49% | 24 |
|
|
2023
Q4 | $31.8M | Buy |
60,444
+1,736
| +3% | +$914K | 0.58% | 19 |
|
|
2023
Q3 | $29.6M | Sell |
58,708
-69
| -0.1% | -$34.8K | 0.61% | 19 |
|
|
2023
Q2 | $28.3M | Buy |
58,777
+3,622
| +7% | +$1.74M | 0.57% | 23 |
|
|
2023
Q1 | $26.1M | Sell |
55,155
-5,625
| -9% | -$2.66M | 0.55% | 24 |
|
|
2022
Q4 | $32.2M | Buy |
60,780
+4,766
| +9% | +$2.53M | 0.73% | 14 |
|
|
2022
Q3 | $28.3M | Buy |
56,014
+318
| +0.6% | +$161K | 0.66% | 16 |
|
|
2022
Q2 | $28.6M | Buy |
55,696
+4,520
| +9% | +$2.32M | 0.62% | 20 |
|
|
2022
Q1 | $26.1M | Buy |
51,176
+4,453
| +10% | +$2.27M | 0.47% | 29 |
|
|
2021
Q4 | $23.5M | Buy |
46,723
+2,072
| +5% | +$1.04M | 0.41% | 42 |
|
|
2021
Q3 | $17.4M | Sell |
44,651
-318
| -0.7% | -$124K | 0.33% | 57 |
|
|
2021
Q2 | $18M | Sell |
44,969
-9,369
| -17% | -$3.75M | 0.32% | 57 |
|
|
2021
Q1 | $20.2M | Sell |
54,338
-338
| -0.6% | -$126K | 0.4% | 41 |
|
|
2020
Q4 | $19.2M | Sell |
54,676
-4,659
| -8% | -$1.63M | 0.4% | 49 |
|
|
2020
Q3 | $18.5M | Buy |
59,335
+317
| +0.5% | +$98.8K | 0.46% | 41 |
|
|
2020
Q2 | $17.4M | Sell |
59,018
-4,558
| -7% | -$1.34M | 0.45% | 43 |
|
|
2020
Q1 | $15.9M | Sell |
63,576
-19,545
| -24% | -$4.87M | 0.48% | 40 |
|
|
2019
Q4 | $24.4M | Buy |
83,121
+2,811
| +4% | +$826K | 0.61% | 30 |
|
|
2019
Q3 | $17.5M | Buy |
80,310
+18,309
| +30% | +$3.98M | 0.48% | 43 |
|
|
2019
Q2 | $15.1M | Sell |
62,001
-3,134
| -5% | -$765K | 0.41% | 50 |
|
|
2019
Q1 | $16.1M | Buy |
65,135
+326
| +0.5% | +$80.6K | 0.43% | 48 |
|
|
2018
Q4 | $16.1M | Sell |
64,809
-2,032
| -3% | -$506K | 0.5% | 41 |
|
|
2018
Q3 | $17.8M | Buy |
66,841
+7,317
| +12% | +$1.95M | 0.45% | 47 |
|
|
2018
Q2 | $14.6M | Buy |
59,524
+5,198
| +10% | +$1.28M | 0.4% | 55 |
|
|
2018
Q1 | $11.6M | Buy |
54,326
+18,324
| +51% | +$3.92M | 0.3% | 76 |
|
|
2017
Q4 | $7.94M | Buy |
36,002
+3,218
| +10% | +$709K | 0.2% | 109 |
|
|
2017
Q3 | $6.42M | Buy |
32,784
+10,889
| +50% | +$2.13M | 0.17% | 134 |
|
|
2017
Q2 | $4.06M | Sell |
21,895
-4,770
| -18% | -$885K | 0.11% | 231 |
|
|
2017
Q1 | $4.37M | Buy |
26,665
+3,173
| +14% | +$520K | 0.12% | 196 |
|
|
2016
Q4 | $3.76M | Sell |
23,492
-31,667
| -57% | -$5.07M | 0.11% | 219 |
|
|
2016
Q3 | $7.72M | Sell |
55,159
-9,004
| -14% | -$1.26M | 0.23% | 99 |
|
|
2016
Q2 | $9.06M | Buy |
64,163
+5,349
| +9% | +$755K | 0.27% | 87 |
|
|
2016
Q1 | $7.58M | Sell |
58,814
-17,892
| -23% | -$2.31M | 0.23% | 98 |
|
|
2015
Q4 | $9.02M | Buy |
76,706
+50,183
| +189% | +$5.9M | 0.27% | 85 |
|
|
2015
Q3 | $3.08M | Sell |
26,523
-8,094
| -23% | -$939K | 0.09% | 249 |
|
|
2015
Q2 | $4.22M | Buy |
34,617
+12,558
| +57% | +$1.53M | 0.12% | 206 |
|
|
2015
Q1 | $2.61M | Buy |
22,059
+12,037
| +120% | +$1.42M | 0.07% | 321 |
|
|
2014
Q4 | $1.01M | Sell |
10,022
-1,583
| -14% | -$160K | 0.03% | 598 |
|
|
2014
Q3 | $1M | Sell |
11,605
-8,126
| -41% | -$701K | 0.03% | 603 |
|
|
2014
Q2 | $1.61M | Buy |
19,731
+1,244
| +7% | +$102K | 0.05% | 439 |
|
|
2014
Q1 | $1.52M | Buy |
18,487
+7,206
| +64% | +$591K | 0.05% | 457 |
|
|
2013
Q4 | $850K | Buy |
11,281
+188
| +2% | +$14.2K | 0.03% | 620 |
|
|
2013
Q3 | $795K | Sell |
11,093
-118,774
| -91% | -$8.51M | 0.03% | 615 |
|
|
2013
Q2 | $8.5M | Buy |
+129,867
| New | +$8.5M | 0.33% | 66 |
|