TAM
Tocqueville Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7M | Sell |
130,396
-1,802
| -1% | -$562K | 0.62% | 38 |
|
|
2025
Q1 | $69.2M | Buy |
132,198
+108,309
| +453% | +$56.7M | 1.13% | 15 |
|
|
2024
Q4 | $12.1M | Sell |
23,889
-6
| -0% | -$3.04K | 0.19% | 121 |
|
|
2024
Q3 | $14M | Sell |
23,895
-778
| -3% | -$455K | 0.22% | 114 |
|
|
2024
Q2 | $12.6M | Sell |
24,673
-519
| -2% | -$264K | 0.21% | 117 |
|
|
2024
Q1 | $12.5M | Sell |
25,192
-58
| -0.2% | -$28.7K | 0.2% | 118 |
|
|
2023
Q4 | $13.3M | Sell |
25,250
-62
| -0.2% | -$32.6K | 0.24% | 108 |
|
|
2023
Q3 | $12.8M | Buy |
25,312
+159
| +0.6% | +$80.2K | 0.24% | 114 |
|
|
2023
Q2 | $12.1M | Sell |
25,153
-71
| -0.3% | -$34.1K | 0.22% | 119 |
|
|
2023
Q1 | $11.9M | Sell |
25,224
-589
| -2% | -$278K | 0.23% | 120 |
|
|
2022
Q4 | $13.7M | Buy |
25,813
+4,281
| +20% | +$2.27M | 0.26% | 108 |
|
|
2022
Q3 | $10.9M | Sell |
21,532
-126
| -0.6% | -$63.6K | 0.22% | 112 |
|
|
2022
Q2 | $11.1M | Buy |
21,658
+43
| +0.2% | +$22.1K | 0.2% | 117 |
|
|
2022
Q1 | $11M | Buy |
21,615
+138
| +0.6% | +$70.4K | 0.17% | 135 |
|
|
2021
Q4 | $10.8M | Sell |
21,477
-3
| -0% | -$1.51K | 0.15% | 154 |
|
|
2021
Q3 | $8.39M | Buy |
21,480
+65
| +0.3% | +$25.4K | 0.12% | 177 |
|
|
2021
Q2 | $8.58M | Sell |
21,415
-718
| -3% | -$288K | 0.12% | 182 |
|
|
2021
Q1 | $8.24M | Sell |
22,133
-19,915
| -47% | -$7.41M | 0.13% | 185 |
|
|
2020
Q4 | $14.7M | Buy |
42,048
+538
| +1% | +$189K | 0.25% | 103 |
|
|
2020
Q3 | $12.9M | Sell |
41,510
-84
| -0.2% | -$26.2K | 0.25% | 94 |
|
|
2020
Q2 | $12.3M | Sell |
41,594
-1,563
| -4% | -$461K | 0.26% | 94 |
|
|
2020
Q1 | $10.8M | Buy |
43,157
+17,400
| +68% | +$4.34M | 0.27% | 90 |
|
|
2019
Q4 | $7.57M | Sell |
25,757
-31,970
| -55% | -$9.4M | 0.11% | 194 |
|
|
2019
Q3 | $12.5M | Sell |
57,727
-204
| -0.4% | -$44.3K | 0.17% | 148 |
|
|
2019
Q2 | $14.1M | Sell |
57,931
-39,595
| -41% | -$9.66M | 0.18% | 143 |
|
|
2019
Q1 | $24.1M | Sell |
97,526
-6,175
| -6% | -$1.53M | 0.32% | 92 |
|
|
2018
Q4 | $25.8M | Buy |
103,701
+4,420
| +4% | +$1.1M | 0.39% | 82 |
|
|
2018
Q3 | $26.4M | Buy |
99,281
+340
| +0.3% | +$90.5K | 0.33% | 93 |
|
|
2018
Q2 | $24.3M | Buy |
98,941
+1,444
| +1% | +$354K | 0.31% | 96 |
|
|
2018
Q1 | $20.9M | Buy |
97,497
+24,939
| +34% | +$5.34M | 0.27% | 108 |
|
|
2017
Q4 | $16M | Sell |
72,558
-235
| -0.3% | -$51.8K | 0.18% | 146 |
|
|
2017
Q3 | $14.3M | Buy |
72,793
+12,514
| +21% | +$2.45M | 0.16% | 164 |
|
|
2017
Q2 | $11.2M | Buy |
60,279
+1,240
| +2% | +$230K | 0.13% | 191 |
|
|
2017
Q1 | $9.68M | Buy |
+59,039
| New | +$9.68M | 0.12% | 206 |
|
|
2015
Q4 | – | Sell |
-4,243
| Closed | -$492K | – | 961 |
|
|
2015
Q3 | $492K | Sell |
4,243
-125
| -3% | -$14.5K | 0.01% | 702 |
|
|
2015
Q2 | $533K | Buy |
4,368
+616
| +16% | +$75.2K | 0.01% | 702 |
|
|
2015
Q1 | $444K | Buy |
3,752
+50
| +1% | +$5.92K | 0.01% | 737 |
|
|
2014
Q4 | $374K | Sell |
3,702
-50
| -1% | -$5.05K | ﹤0.01% | 767 |
|
|
2014
Q3 | $324K | Buy |
3,752
+200
| +6% | +$17.3K | ﹤0.01% | 720 |
|
|
2014
Q2 | $290K | Hold |
3,552
| – | – | ﹤0.01% | 876 |
|
|
2014
Q1 | $291K | Hold |
3,552
| – | – | ﹤0.01% | 710 |
|
|
2013
Q4 | $267K | Hold |
3,552
| – | – | ﹤0.01% | 738 |
|
|
2013
Q3 | $254K | Buy |
+3,552
| New | +$254K | ﹤0.01% | 822 |
|