OMC
Overbrook Management Corp’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,697
| Closed | -$13.5M | – | 52 |
|
|
2025
Q1 | $13.5M | Sell |
25,697
-1,916
| -7% | -$1M | 3.16% | 13 |
|
|
2024
Q4 | $14M | Sell |
27,613
-1,219
| -4% | -$617K | 3.01% | 13 |
|
|
2024
Q3 | $16.9M | Sell |
28,832
-951
| -3% | -$556K | 3.87% | 10 |
|
|
2024
Q2 | $15.2M | Sell |
29,783
-2,349
| -7% | -$1.2M | 3.83% | 9 |
|
|
2024
Q1 | $15.9M | Sell |
32,132
-13,245
| -29% | -$6.55M | 4.27% | 9 |
|
|
2023
Q4 | $23.9M | Sell |
45,377
-531
| -1% | -$280K | 4.83% | 5 |
|
|
2023
Q3 | $23.1M | Sell |
45,908
-2,671
| -5% | -$1.35M | 5.39% | 5 |
|
|
2023
Q2 | $23.3M | Sell |
48,579
-1,870
| -4% | -$899K | 5.55% | 5 |
|
|
2023
Q1 | $23.8M | Buy |
50,449
+4,147
| +9% | +$1.96M | 6.25% | 3 |
|
|
2022
Q4 | $24.5M | Buy |
46,302
+1,704
| +4% | +$903K | 7.14% | 3 |
|
|
2022
Q3 | $22.5M | Buy |
+44,598
| New | +$22.5M | 6.4% | 4 |
|
|
2020
Q4 | – | Sell |
-5,693
| Closed | -$1.78M | – | 117 |
|
|
2020
Q3 | $1.78M | Buy |
5,693
+650
| +13% | +$203K | 0.41% | 46 |
|
|
2020
Q2 | $1.49M | Buy |
+5,043
| New | +$1.49M | 0.39% | 48 |
|