Stonebridge Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,000
Closed -$481K 84
2023
Q2
$481K Hold
1,000
0.22% 61
2023
Q1
$473K Hold
1,000
0.23% 61
2022
Q4
$530K Hold
1,000
0.25% 59
2022
Q3
$505K Hold
1,000
0.26% 56
2022
Q2
$514K Hold
1,000
0.23% 61
2022
Q1
$510K Hold
1,000
0.18% 68
2021
Q4
$502K Hold
1,000
0.17% 70
2021
Q3
$391K Hold
1,000
0.14% 76
2021
Q2
$400K Hold
1,000
0.15% 76
2021
Q1
$372K Hold
1,000
0.14% 76
2020
Q4
$351K Hold
1,000
0.15% 74
2020
Q3
$312K Hold
1,000
0.14% 75
2020
Q2
$298K Hold
1,000
0.15% 75
2020
Q1
$249K Hold
1,000
0.14% 85
2019
Q4
$294K Hold
1,000
0.13% 88
2019
Q3
$217K Sell
1,000
-100
-9% -$21.7K 0.1% 105
2019
Q2
$268K Sell
1,100
-100
-8% -$24.4K 0.11% 104
2019
Q1
$297K Buy
1,200
+100
+9% +$24.8K 0.11% 109
2018
Q4
$274K Hold
1,100
0.11% 106
2018
Q3
$293K Hold
1,100
0.1% 105
2018
Q2
$276K Hold
1,100
0.1% 105
2018
Q1
$247K Hold
1,100
0.09% 110
2017
Q4
$252K Sell
1,100
-50
-4% -$11.5K 0.09% 114
2017
Q3
$225K Hold
1,150
0.08% 121
2017
Q2
$213K Buy
+1,150
New +$213K 0.08% 124
2017
Q1
Sell
-2,215
Closed -$354K 136
2016
Q4
$354K Sell
2,215
-45
-2% -$7.19K 0.15% 89
2016
Q3
$316K Buy
2,260
+45
+2% +$6.29K 0.14% 87
2016
Q2
$313K Hold
2,215
0.14% 84
2016
Q1
$286K Hold
2,215
0.12% 126
2015
Q4
$261K Hold
2,215
0.11% 134
2015
Q3
$257K Buy
2,215
+115
+5% +$13.3K 0.12% 134
2015
Q2
$256K Hold
2,100
0.1% 137
2015
Q1
$249K Hold
2,100
0.1% 142
2014
Q4
$212K Buy
+2,100
New +$212K 0.08% 165