OPS
Orion Portfolio Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $46.1M | Buy |
88,073
+1,167
| +1% | +$611K | 0.45% | 34 |
|
|
2024
Q4 | $44M | Sell |
86,906
-2,861
| -3% | -$1.45M | 0.44% | 39 |
|
|
2024
Q3 | $52.5M | Sell |
89,767
-5,588
| -6% | -$3.27M | 0.52% | 30 |
|
|
2024
Q2 | $48.6M | Buy |
95,355
+2,126
| +2% | +$1.08M | 0.51% | 29 |
|
|
2024
Q1 | $46.1M | Buy |
93,229
+1,504
| +2% | +$744K | 0.49% | 28 |
|
|
2023
Q4 | $49.2M | Buy |
91,725
+462
| +0.5% | +$248K | 0.57% | 27 |
|
|
2023
Q3 | $46M | Buy |
91,263
+968
| +1% | +$488K | 0.56% | 27 |
|
|
2023
Q2 | $41.8M | Sell |
90,295
-356
| -0.4% | -$165K | 0.45% | 32 |
|
|
2023
Q1 | $42.8M | Buy |
90,651
+69,886
| +337% | +$33M | 0.53% | 30 |
|
|
2022
Q4 | $11M | Buy |
20,765
+1,072
| +5% | +$568K | 0.39% | 39 |
|
|
2022
Q3 | $9.95M | Buy |
19,693
+1,011
| +5% | +$511K | 0.39% | 36 |
|
|
2022
Q2 | $9.6M | Sell |
18,682
-2,561
| -12% | -$1.32M | 0.38% | 40 |
|
|
2022
Q1 | $10.8M | Buy |
21,243
+1,733
| +9% | +$884K | 0.38% | 42 |
|
|
2021
Q4 | $9.8M | Buy |
19,510
+1,613
| +9% | +$810K | 0.33% | 52 |
|
|
2021
Q3 | $6.99M | Buy |
17,897
+2,914
| +19% | +$1.14M | 0.26% | 59 |
|
|
2021
Q2 | $6M | Buy |
14,983
+2,023
| +16% | +$810K | 0.24% | 63 |
|
|
2021
Q1 | $4.82M | Buy |
12,960
+2,523
| +24% | +$939K | 0.21% | 68 |
|
|
2020
Q4 | $3.66M | Buy |
10,437
+2,768
| +36% | +$971K | 0.17% | 89 |
|
|
2020
Q3 | $2.39M | Buy |
7,669
+3,993
| +109% | +$1.24M | 0.12% | 105 |
|
|
2020
Q2 | $1.08M | Buy |
3,676
+869
| +31% | +$256K | 0.06% | 147 |
|
|
2020
Q1 | $700K | Sell |
2,807
-394
| -12% | -$98.3K | 0.05% | 163 |
|
|
2019
Q4 | $941K | Buy |
+3,201
| New | +$941K | 0.07% | 139 |
|