Osterweis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $44.8M | Buy |
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|
2024
Q4 | $34.5M | Buy |
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|
2024
Q3 | $30.1M | Buy |
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|
2024
Q2 | $26.1M | Buy |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $232K | Buy |
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