Orleans Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,631
| Closed | -$3.47M | – | 112 |
|
|
2025
Q1 | $3.47M | Sell |
6,631
-208
| -3% | -$109K | 2.04% | 13 |
|
|
2024
Q4 | $3.65M | Sell |
6,839
-470
| -6% | -$251K | 2.04% | 13 |
|
|
2024
Q3 | $4.27M | Sell |
7,309
-90
| -1% | -$52.6K | 2.43% | 9 |
|
|
2024
Q2 | $3.77M | Sell |
7,399
-633
| -8% | -$322K | 2.4% | 8 |
|
|
2024
Q1 | $3.97M | Sell |
8,032
-1,040
| -11% | -$514K | 2.61% | 8 |
|
|
2023
Q4 | $4.78M | Buy |
9,072
+220
| +2% | +$116K | 3.21% | 5 |
|
|
2023
Q3 | $4.46M | Buy |
8,852
+25
| +0.3% | +$12.6K | 3.32% | 6 |
|
|
2023
Q2 | $4.24M | Sell |
8,827
-125
| -1% | -$60.1K | 3.01% | 6 |
|
|
2023
Q1 | $4.23M | Sell |
8,952
-150
| -2% | -$70.9K | 3.12% | 7 |
|
|
2022
Q4 | $4.83M | Hold |
9,102
| – | – | 3.69% | 7 |
|
|
2022
Q3 | $4.6M | Sell |
9,102
-245
| -3% | -$124K | 3.84% | 5 |
|
|
2022
Q2 | $4.8M | Sell |
9,347
-20
| -0.2% | -$10.3K | 3.59% | 5 |
|
|
2022
Q1 | $4.78M | Sell |
9,367
-35
| -0.4% | -$17.8K | 2.97% | 6 |
|
|
2021
Q4 | $4.72M | Buy |
9,402
+75
| +0.8% | +$37.7K | 2.68% | 10 |
|
|
2021
Q3 | $3.64M | Sell |
9,327
-10
| -0.1% | -$3.91K | 2.33% | 11 |
|
|
2021
Q2 | $3.74M | Sell |
9,337
-165
| -2% | -$66.1K | 2.39% | 13 |
|
|
2021
Q1 | $3.54M | Buy |
9,502
+50
| +0.5% | +$18.6K | 2.4% | 13 |
|
|
2020
Q4 | $3.32M | Sell |
9,452
-145
| -2% | -$50.9K | 2.38% | 13 |
|
|
2020
Q3 | $2.99M | Sell |
9,597
-25
| -0.3% | -$7.79K | 2.28% | 14 |
|
|
2020
Q2 | $2.84M | Buy |
+9,622
| New | +$2.84M | 2.32% | 11 |
|
|
2020
Q1 | – | Sell |
-9,480
| Closed | -$2.79M | – | 85 |
|
|
2019
Q4 | $2.79M | Buy |
9,480
+20
| +0.2% | +$5.88K | 1.96% | 20 |
|
|
2019
Q3 | $2.06M | Sell |
9,460
-200
| -2% | -$43.5K | 1.52% | 28 |
|
|
2019
Q2 | $2.36M | Sell |
9,660
-1,707
| -15% | -$417K | 1.77% | 23 |
|
|
2019
Q1 | $2.81M | Sell |
11,367
-250
| -2% | -$61.8K | 2.16% | 13 |
|
|
2018
Q4 | $2.89M | Buy |
11,617
+300
| +3% | +$74.7K | 2.7% | 11 |
|
|
2018
Q3 | $3.01M | Sell |
11,317
-105
| -0.9% | -$27.9K | 2.07% | 15 |
|
|
2018
Q2 | $2.8M | Buy |
11,422
+5
| +0% | +$1.23K | 2.02% | 16 |
|
|
2018
Q1 | $2.44M | Sell |
11,417
-107
| -0.9% | -$22.9K | 1.79% | 22 |
|
|
2017
Q4 | $2.54M | Buy |
11,524
+250
| +2% | +$55.1K | 1.81% | 25 |
|
|
2017
Q3 | $2.21M | Sell |
11,274
-901
| -7% | -$176K | 1.65% | 29 |
|
|
2017
Q2 | $2.26M | Sell |
12,175
-50
| -0.4% | -$9.27K | 1.6% | 30 |
|
|
2017
Q1 | $2.01M | Buy |
12,225
+840
| +7% | +$138K | 1.4% | 32 |
|
|
2016
Q4 | $1.82M | Buy |
11,385
+100
| +0.9% | +$16K | 1.3% | 34 |
|
|
2016
Q3 | $1.58M | Hold |
11,285
| – | – | 1.1% | 42 |
|
|
2016
Q2 | $1.59M | Buy |
11,285
+1,200
| +12% | +$169K | 1.11% | 40 |
|
|
2016
Q1 | $1.3M | Sell |
10,085
-25
| -0.2% | -$3.22K | 0.98% | 46 |
|
|
2015
Q4 | $1.19M | Buy |
10,110
+5,035
| +99% | +$592K | 0.92% | 52 |
|
|
2015
Q3 | $589K | Buy |
+5,075
| New | +$589K | 0.47% | 63 |
|