Spectrum Asset Management (California)’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 | $3.7M | Buy |
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|
2024
Q4 | $3.19M | Buy |
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|
2024
Q3 | $3.48M | Buy |
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|
2024
Q2 | $589K | Buy |
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|
2024
Q1 | $570K | Hold |
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|
2023
Q4 | $607K | Hold |
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|
2023
Q3 | $581K | Hold |
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|
2023
Q2 | $554K | Hold |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $400K | Hold |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $357K | Hold |
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|
2020
Q3 | $318K | Buy |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $1.6M | Sell |
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|
2019
Q2 | $2.36M | Buy |
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|
2019
Q1 | $1.37M | Sell |
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|
2018
Q4 | $1.42M | Sell |
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|
2018
Q3 | $1.52M | Buy |
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