TOBAM’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.81M | Sell |
14,071
-7,799
| -36% | -$2.32M | 0.99% | 37 |
|
|
2025
Q4 | $7.22M | Buy |
21,870
+6,765
| +45% | +$2.29M | 1.77% | 14 |
|
|
2025
Q3 | $5.22M | Sell |
15,105
-1,801
| -11% | -$545K | 1.89% | 15 |
|
|
2025
Q2 | $5.27M | Buy |
16,906
+14,211
| +527% | +$5.43M | 2.06% | 14 |
|
|
2025
Q1 | $1.41M | Buy |
2,695
+358
| +15% | +$183K | 0.6% | 53 |
|
|
2024
Q4 | $1.18M | Buy |
2,337
+17
| +0.7% | +$9.66K | 0.36% | 72 |
|
|
2024
Q3 | $1.36M | Buy |
2,320
+429
| +23% | +$243K | 0.25% | 77 |
|
|
2024
Q2 | $963K | Sell |
1,891
-2,185
| -54% | -$1.07M | 0.15% | 93 |
|
|
2024
Q1 | $2.02M | Buy |
4,076
+73
| +2% | +$37.1K | 0.18% | 77 |
|
|
2023
Q4 | $2.11M | Sell |
4,003
-864
| -18% | -$461K | 0.18% | 71 |
|
|
2023
Q3 | $2.45M | Sell |
4,867
-283
| -5% | -$139K | 0.2% | 67 |
|
|
2023
Q2 | $2.48M | Sell |
5,150
-37
| -0.7% | -$18.1K | 0.19% | 76 |
|
|
2023
Q1 | $2.45M | Buy |
5,187
+84
| +2% | +$40.5K | 0.16% | 83 |
|
|
2022
Q4 | $2.71M | Buy |
5,103
+268
| +6% | +$142K | 0.18% | 80 |
|
|
2022
Q3 | $2.44M | Hold |
4,835
| – | – | 0.17% | 89 |
|
|
2022
Q2 | $2.48M | Buy |
4,835
+293
| +6% | +$147K | 0.16% | 91 |
|
|
2022
Q1 | $2.32M | Buy |
4,542
+1,629
| +56% | +$786K | 0.12% | 113 |
|
|
2021
Q4 | $1.46M | Sell |
2,913
-253
| -8% | -$115K | 0.07% | 111 |
|
|
2021
Q3 | $1.24M | Buy |
3,166
+99
| +3% | +$41K | 0.05% | 115 |
|
|
2021
Q2 | $1.23M | Sell |
3,067
-100
| -3% | -$39.9K | 0.05% | 120 |
|
|
2021
Q1 | $1.18M | Hold |
3,167
| – | – | 0.05% | 117 |
|
|
2020
Q4 | $1.11M | Sell |
3,167
-76
| -2% | -$25.5K | 0.05% | 125 |
|
|
2020
Q3 | $1.01M | Buy |
+3,243
| New | +$996K | 0.05% | 121 |
|
|
2014
Q1 | – | Sell |
-37,698
| Closed | -$2.84M | – | 89 |
|
|
2013
Q4 | $2.84M | Buy |
+37,698
| New | +$2.71M | 0.15% | 74 |
|
|
2013
Q3 | – | Sell |
-40,274
| Closed | -$2.64M | – | 97 |
|
|
2013
Q2 | $2.64M | Buy |
+40,274
| New | +$2.51M | 0.17% | 69 |
|
Other funds holding UNH
VCM
VPM
