TIM
Thompson Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
33,205
+16,644
| +101% | +$5.19M | 1.46% | 14 |
|
|
2025
Q1 | $8.67M | Buy |
16,561
+446
| +3% | +$234K | 1.3% | 23 |
|
|
2024
Q4 | $8.15M | Sell |
16,115
-103
| -0.6% | -$52.1K | 1.17% | 24 |
|
|
2024
Q3 | $9.48M | Buy |
16,218
+1,439
| +10% | +$841K | 1.35% | 20 |
|
|
2024
Q2 | $7.53M | Buy |
14,779
+432
| +3% | +$220K | 1.16% | 26 |
|
|
2024
Q1 | $7.1M | Buy |
14,347
+315
| +2% | +$156K | 1.07% | 35 |
|
|
2023
Q4 | $7.39M | Sell |
14,032
-618
| -4% | -$325K | 1.19% | 28 |
|
|
2023
Q3 | $7.39M | Sell |
14,650
-680
| -4% | -$343K | 1.31% | 23 |
|
|
2023
Q2 | $7.37M | Buy |
15,330
+172
| +1% | +$82.7K | 1.2% | 29 |
|
|
2023
Q1 | $7.16M | Buy |
15,158
+2,519
| +20% | +$1.19M | 1.21% | 27 |
|
|
2022
Q4 | $6.7M | Sell |
12,639
-263
| -2% | -$139K | 1.23% | 27 |
|
|
2022
Q3 | $6.52M | Sell |
12,902
-1,364
| -10% | -$689K | 1.26% | 20 |
|
|
2022
Q2 | $7.33M | Sell |
14,266
-1,743
| -11% | -$895K | 1.27% | 20 |
|
|
2022
Q1 | $8.16M | Buy |
16,009
+358
| +2% | +$183K | 1.2% | 27 |
|
|
2021
Q4 | $7.86M | Sell |
15,651
-1,062
| -6% | -$533K | 1.11% | 28 |
|
|
2021
Q3 | $6.53M | Sell |
16,713
-337
| -2% | -$132K | 0.97% | 31 |
|
|
2021
Q2 | $6.83M | Buy |
17,050
+1,627
| +11% | +$652K | 0.99% | 33 |
|
|
2021
Q1 | $5.74M | Buy |
15,423
+6,685
| +77% | +$2.49M | 0.87% | 38 |
|
|
2020
Q4 | $3.06M | Hold |
8,738
| – | – | 0.52% | 72 |
|
|
2020
Q3 | $2.72M | Buy |
8,738
+2
| +0% | +$623 | 0.51% | 70 |
|
|
2020
Q2 | $2.58M | Sell |
8,736
-705
| -7% | -$208K | 0.5% | 71 |
|
|
2020
Q1 | $2.35M | Buy |
9,441
+1,500
| +19% | +$374K | 0.52% | 64 |
|
|
2019
Q4 | $2.33M | Sell |
7,941
-491
| -6% | -$144K | 0.38% | 84 |
|
|
2019
Q3 | $1.83M | Hold |
8,432
| – | – | 0.36% | 82 |
|
|
2019
Q2 | $2.06M | Buy |
8,432
+172
| +2% | +$42K | 0.4% | 78 |
|
|
2019
Q1 | $2.04M | Buy |
8,260
+3,100
| +60% | +$766K | 0.39% | 82 |
|
|
2018
Q4 | $1.29M | Buy |
5,160
+4,258
| +472% | +$1.06M | 0.3% | 83 |
|
|
2018
Q3 | $240K | Hold |
902
| – | – | 0.04% | 165 |
|
|
2018
Q2 | $221K | Sell |
902
-108
| -11% | -$26.5K | 0.04% | 169 |
|
|
2018
Q1 | $216K | Sell |
1,010
-50
| -5% | -$10.7K | 0.04% | 173 |
|
|
2017
Q4 | $234K | Sell |
1,060
-30
| -3% | -$6.62K | 0.04% | 168 |
|
|
2017
Q3 | $213K | Hold |
1,090
| – | – | 0.04% | 171 |
|
|
2017
Q2 | $202K | Buy |
+1,090
| New | +$202K | 0.04% | 172 |
|
|
2016
Q4 | – | Sell |
-1,690
| Closed | -$237K | – | 183 |
|
|
2016
Q3 | $237K | Hold |
1,690
| – | – | 0.05% | 159 |
|
|
2016
Q2 | $239K | Sell |
1,690
-27
| -2% | -$3.82K | 0.05% | 157 |
|
|
2016
Q1 | $221K | Hold |
1,717
| – | – | 0.05% | 156 |
|
|
2015
Q4 | $202K | Buy |
+1,717
| New | +$202K | 0.04% | 164 |
|
|
2015
Q3 | – | Sell |
-1,690
| Closed | -$206K | – | 173 |
|
|
2015
Q2 | $206K | Buy |
+1,690
| New | +$206K | 0.04% | 159 |
|