O'Shaughnessy Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3M | Sell |
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|
2025
Q1 | $65.7M | Buy |
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|
2024
Q4 | $60.4M | Buy |
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|
2024
Q3 | $68.1M | Buy |
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|
2024
Q2 | $44M | Buy |
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|
2024
Q1 | $41.7M | Buy |
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|
2023
Q4 | $44.3M | Buy |
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|
2023
Q3 | $41.5M | Buy |
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|
2023
Q2 | $36.4M | Buy |
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|
2023
Q1 | $29.4M | Sell |
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|
2022
Q4 | $40.2M | Buy |
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|
2022
Q3 | $35.2M | Sell |
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|
2022
Q2 | $47.2M | Buy |
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|
2022
Q1 | $44.5M | Buy |
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|
2021
Q4 | $38.7M | Buy |
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|
2021
Q3 | $29.1M | Buy |
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|
2021
Q2 | $8.02M | Buy |
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|
2021
Q1 | $6.31M | Buy |
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|
2020
Q4 | $4.67M | Buy |
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|
2020
Q3 | $3.55M | Buy |
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|
2020
Q2 | $2.38M | Buy |
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|
2020
Q1 | $260K | Sell |
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|
2019
Q4 | $610K | Buy |
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|
2019
Q3 | $11K | Sell |
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|
2019
Q2 | $19K | Buy |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $19K | Sell |
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|
2018
Q3 | $22K | Sell |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $21K | Sell |
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|
2017
Q4 | $901K | Sell |
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|
2017
Q3 | $811K | Buy |
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|
2017
Q2 | $758K | Sell |
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|
2017
Q1 | $670K | Buy |
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|
2016
Q4 | $6K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $783K | Sell |
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|
2015
Q4 | $1.29M | Sell |
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|
2015
Q3 | $3.81M | Buy |
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|
2015
Q2 | $2.05M | Buy |
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|
2015
Q1 | $1M | Buy |
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|
2014
Q4 | $81K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $135K | Hold |
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|
2013
Q2 | $124K | Buy |
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