Orser Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$569K Buy
2024
Q2
$478K Sell
2024
Q1
$509K Buy
2023
Q4
$237K Hold
2023
Q3
$227K Hold
2023
Q2
$216K Hold
2023
Q1
$213K Hold
2022
Q4
$239K Hold
2022
Q3
$227K Hold
2022
Q2
$231K Hold
2022
Q1
$229K Hold
2021
Q4
$226K Buy
2020
Q1
Sell
2019
Q4
$206K Buy