Paloma Partners’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 |
-1,536
| Closed | -$898K | – | 1093 |
|
|
2024
Q3 | $898K | Buy |
1,536
+1,235
| +410% | +$699K | 0.05% | 444 |
|
|
2024
Q2 | $153K | Buy |
+301
| New | +$148K | 0.01% | 1028 |
|
|
2024
Q1 | – | Sell |
-1,217
| Closed | -$619K | – | 1117 |
|
|
2023
Q4 | $641K | Buy |
1,217
+311
| +34% | +$166K | 0.11% | 495 |
|
|
2023
Q3 | $457K | Sell |
906
-2,364
| -72% | -$1.16M | 0.09% | 496 |
|
|
2023
Q2 | $1.57M | Buy |
+3,270
| New | +$1.6M | 0.36% | 293 |
|
|
2023
Q1 | – | Sell |
-2,178
| Closed | -$1.05M | – | 1112 |
|
|
2022
Q4 | $1.15M | Buy |
+2,178
| New | +$1.15M | 0.25% | 331 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$13K | – | 1419 |
|
|
2022
Q2 | $13K | Sell |
25
-1,769
| -99% | -$888K | ﹤0.01% | 1054 |
|
|
2022
Q1 | $915K | Sell |
1,794
-1,189
| -40% | -$573K | 0.07% | 470 |
|
|
2021
Q4 | $1.5M | Sell |
2,983
-35,765
| -92% | -$16.2M | 0.05% | 542 |
|
|
2021
Q3 | $15.1M | Buy |
38,748
+6,907
| +22% | +$2.86M | 0.66% | 31 |
|
|
2021
Q2 | $12.8M | Buy |
31,841
+6,003
| +23% | +$2.39M | 0.34% | 76 |
|
|
2021
Q1 | $9.61M | Buy |
25,838
+23,639
| +1,075% | +$8.19M | 0.28% | 81 |
|
|
2020
Q4 | $771K | Sell |
2,199
-1,128
| -34% | -$378K | 0.03% | 692 |
|
|
2020
Q3 | $1.04M | Buy |
3,327
+2,352
| +241% | +$722K | 0.04% | 714 |
|
|
2020
Q2 | $287K | Sell |
975
-2,785
| -74% | -$798K | 0.01% | 1492 |
|
|
2020
Q1 | $938K | Sell |
3,760
-19,069
| -84% | -$5.25M | 0.1% | 311 |
|
|
2019
Q4 | $6.71M | Buy |
22,829
+614
| +3% | +$161K | 0.16% | 165 |
|
|
2019
Q3 | $4.83M | Sell |
22,215
-44,821
| -67% | -$10.8M | 0.14% | 166 |
|
|
2019
Q2 | $16.4M | Buy |
67,036
+62,699
| +1,446% | +$15.1M | 0.41% | 54 |
|
|
2019
Q1 | $1.07M | Buy |
+4,337
| New | +$1.11M | 0.04% | 690 |
|
|
2018
Q4 | – | Sell |
-8,990
| Closed | -$2.39M | – | 1807 |
|
|
2018
Q3 | $2.39M | Buy |
+8,990
| New | +$2.34M | 0.07% | 400 |
|
|
2018
Q2 | – | Sell |
-10,165
| Closed | -$2.18M | – | 2247 |
|
|
2018
Q1 | $2.18M | Buy |
10,165
+5,335
| +110% | +$1.22M | 0.07% | 534 |
|
|
2017
Q4 | $1.06M | Sell |
4,830
-9,361
| -66% | -$1.98M | 0.04% | 1011 |
|
|
2017
Q3 | $2.78M | Buy |
14,191
+3,262
| +30% | +$630K | 0.09% | 548 |
|
|
2017
Q2 | $2.03M | Sell |
10,929
-21,752
| -67% | -$3.81M | 0.05% | 747 |
|
|
2017
Q1 | $5.36M | Buy |
32,681
+10,885
| +50% | +$1.78M | 0.15% | 279 |
|
|
2016
Q4 | $3.49M | Buy |
21,796
+18,896
| +652% | +$2.82M | 0.1% | 402 |
|
|
2016
Q3 | $406K | Sell |
2,900
-37,744
| -93% | -$5.29M | 0.02% | 1494 |
|
|
2016
Q2 | $5.74M | Buy |
40,644
+34,469
| +558% | +$4.6M | 0.16% | 218 |
|
|
2016
Q1 | $796K | Buy |
6,175
+3,829
| +163% | +$453K | 0.03% | 1037 |
|
|
2015
Q4 | $276K | Sell |
2,346
-28,897
| -92% | -$3.38M | 0.01% | 1370 |
|
|
2015
Q3 | $3.62M | Sell |
31,243
-41,128
| -57% | -$4.92M | 0.19% | 175 |
|
|
2015
Q2 | $8.83M | Buy |
72,371
+69,141
| +2,141% | +$8.18M | 0.31% | 122 |
|
|
2015
Q1 | $382K | Sell |
3,230
-50,976
| -94% | -$5.66M | 0.02% | 882 |
|
|
2014
Q4 | $5.48M | Buy |
54,206
+2,520
| +5% | +$239K | 0.33% | 91 |
|
|
2014
Q3 | $4.46M | Sell |
51,686
-18,128
| -26% | -$1.53M | 0.26% | 109 |
|
|
2014
Q2 | $5.71M | Buy |
69,814
+32,625
| +88% | +$2.57M | 0.32% | 101 |
|
|
2014
Q1 | $3.05M | Sell |
37,189
-9,937
| -21% | -$748K | 0.28% | 106 |
|
|
2013
Q4 | $3.55M | Sell |
47,126
-29,674
| -39% | -$2.13M | 0.2% | 128 |
|
|
2013
Q3 | $5.5M | Buy |
76,800
+72,625
| +1,740% | +$5.2M | 0.34% | 80 |
|
|
2013
Q2 | $273K | Buy |
+4,175
| New | +$260K | 0.02% | 727 |
|
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