Private Ocean’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $497K | Buy |
975
+47
| +5% | +$23K | 0.04% | 98 |
|
|
2024
Q1 | $459K | Buy |
928
+4
| +0.4% | +$2.03K | 0.05% | 96 |
|
|
2023
Q4 | $487K | Hold |
924
| – | – | 0.05% | 93 |
|
|
2023
Q3 | $466K | Sell |
924
-348
| -27% | -$171K | 0.06% | 87 |
|
|
2023
Q2 | $612K | Buy |
1,272
+344
| +37% | +$168K | 0.08% | 77 |
|
|
2023
Q1 | $439K | Sell |
928
-6
| -0.6% | -$2.9K | 0.06% | 93 |
|
|
2022
Q4 | $495K | Buy |
934
+105
| +13% | +$55.6K | 0.06% | 78 |
|
|
2022
Q3 | $418K | Hold |
829
| – | – | 0.07% | 77 |
|
|
2022
Q2 | $425K | Sell |
829
-44
| -5% | -$22.1K | 0.07% | 79 |
|
|
2022
Q1 | $445K | Buy |
873
+1
| +0.1% | +$482 | 0.06% | 76 |
|
|
2021
Q4 | $438K | Hold |
872
| – | – | 0.05% | 79 |
|
|
2021
Q3 | $341K | Sell |
872
-128
| -13% | -$53K | 0.04% | 92 |
|
|
2021
Q2 | $400K | Buy |
1,000
+138
| +16% | +$55K | 0.05% | 83 |
|
|
2021
Q1 | $321K | Sell |
862
-41
| -5% | -$14.2K | 0.06% | 86 |
|
|
2020
Q4 | $317K | Hold |
903
| – | – | 0.06% | 74 |
|
|
2020
Q3 | $282K | Buy |
903
+41
| +5% | +$12.6K | 0.07% | 83 |
|
|
2020
Q2 | $254K | Hold |
862
| – | – | 0.06% | 81 |
|
|
2020
Q1 | $214K | Buy |
862
+591
| +218% | +$163K | 0.06% | 87 |
|
|
2019
Q4 | $80K | Buy |
271
+3
| +1% | +$785 | 0.02% | 185 |
|
|
2019
Q3 | $59K | Buy |
268
+127
| +90% | +$30.6K | 0.01% | 207 |
|
|
2019
Q2 | $34K | Sell |
141
-16
| -10% | -$3.85K | 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% | +$1.14K | 0.02% | 217 |
|
|
2017
Q4 | $34K | Buy |
+152
| New | +$32.2K | 0.02% | 158 |
|
|
2015
Q1 | – | Sell |
-234
| Closed | -$24K | – | 195 |
|
|
2014
Q4 | $24K | Buy |
+234
| New | +$22.2K | 0.02% | 109 |
|
Other funds holding UNH
