Private Ocean’s UnitedHealth UNH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$497K	Buy	975 +47	+5%	+$23.9K	0.04%	98
2024 Q1	$459K	Buy	928 +4	+0.4%	+$1.98K	0.05%	96
2023 Q4	$487K	Hold	924	–	–	0.05%	93
2023 Q3	$466K	Sell	924 -348	-27%	-$175K	0.06%	87
2023 Q2	$612K	Buy	1,272 +344	+37%	+$165K	0.08%	77
2023 Q1	$439K	Sell	928 -6	-0.6%	-$2.84K	0.06%	93
2022 Q4	$495K	Buy	934 +105	+13%	+$55.7K	0.06%	78
2022 Q3	$418K	Hold	829	–	–	0.07%	77
2022 Q2	$425K	Sell	829 -44	-5%	-$22.6K	0.07%	79
2022 Q1	$445K	Buy	873 +1	+0.1%	+$510	0.06%	76
2021 Q4	$438K	Hold	872	–	–	0.05%	79
2021 Q3	$341K	Sell	872 -128	-13%	-$50.1K	0.04%	92
2021 Q2	$400K	Buy	1,000 +138	+16%	+$55.2K	0.05%	83
2021 Q1	$321K	Sell	862 -41	-5%	-$15.3K	0.06%	86
2020 Q4	$317K	Hold	903	–	–	0.06%	74
2020 Q3	$282K	Buy	903 +41	+5%	+$12.8K	0.07%	83
2020 Q2	$254K	Hold	862	–	–	0.06%	81
2020 Q1	$214K	Buy	862 +591	+218%	+$147K	0.06%	87
2019 Q4	$80K	Buy	271 +3	+1%	+$886	0.02%	185
2019 Q3	$59K	Buy	268 +127	+90%	+$28K	0.01%	207
2019 Q2	$34K	Sell	141 -16	-10%	-$3.86K	0.01%	247
2019 Q1	$39K	Hold	157	–	–	0.01%	226
2018 Q4	$39K	Hold	157	–	–	0.01%	188
2018 Q3	$42K	Hold	157	–	–	0.02%	169
2018 Q2	$39K	Hold	157	–	–	0.02%	185
2018 Q1	$33K	Buy	157 +5	+3%	+$1.05K	0.02%	217
2017 Q4	$34K	Buy	+152	New	+$34K	0.02%	158
2015 Q1	–	Sell	-234	Closed	-$24K	–	195
2014 Q4	$24K	Buy	+234	New	+$24K	0.02%	109