UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025

Shares 652 Value ($000) $225 Avg Close $298.94 Range $231.57 - $357.63

Q1 2025

Shares 8,358 Value ($000) $4,378 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 7,571 Value ($000) $3,830 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 6,997 Value ($000) $4,091 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 6,669 Value ($000) $3,396 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 6,293 Value ($000) $3,113 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 6,187 Value ($000) $3,257 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 6,647 Value ($000) $3,351 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 6,531 Value ($000) $3,139 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 6,429 Value ($000) $3,038 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 6,354 Value ($000) $3,369 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 6,022 Value ($000) $3,041 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 5,928 Value ($000) $3,045 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 5,975 Value ($000) $3,047 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 5,886 Value ($000) $2,956 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 5,762 Value ($000) $2,251 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 5,559 Value ($000) $2,226 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 5,326 Value ($000) $1,982 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 4,511 Value ($000) $1,582 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 4,217 Value ($000) $1,315 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 4,250 Value ($000) $1,254 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 4,188 Value ($000) $1,044 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 4,462 Value ($000) $1,312 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 4,070 Value ($000) $884 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 1,100 Value ($000) $268 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 1,100 Value ($000) $272 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 1,100 Value ($000) $274 Avg Close $235.05 Range $206.71 - $256.77

Q3 2018

Shares 1,100 Value ($000) $293 Avg Close $230.64 Range $216.27 - $241.03

Q2 2018

Shares 1,100 Value ($000) $270 Avg Close $212.11 Range $189.47 - $226.77

Q1 2018

Shares 1,100 Value ($000) $235 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 1,100 Value ($000) $243 Avg Close $186.06 Range $163.10 - $203.93

Q3 2017

Shares 1,100 Value ($000) $215 Avg Close $168.94 Range $160.62 - $176.05

Q2 2017

Shares 1,100 Value ($000) $204 Avg Close $152.68 Range $142.90 - $164.81

Q3 2016

Shares 1,525 Value ($000) $214 Avg Close $120.51 Range $114.30 - $124.16

Q2 2016

Shares 1,525 Value ($000) $215 Avg Close $114.17 Range $107.16 - $121.44

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	652	$225	$298.94	$231.57 - $357.63
Q1 2025	8,358	$4,378	$499.48	$427.96 - $540.60
Q4 2024	7,571	$3,830	$552.89	$464.38 - $613.22
Q3 2024	6,997	$4,091	$548.30	$469.38 - $588.97
Q2 2024	6,669	$3,396	$473.12	$420.98 - $509.52
Q1 2024	6,293	$3,113	$488.97	$449.89 - $527.55
Q4 2023	6,187	$3,257	$511.31	$481.83 - $533.02
Q3 2023	6,647	$3,351	$469.94	$426.58 - $492.38
Q2 2023	6,531	$3,139	$464.88	$423.41 - $503.95
Q1 2023	6,429	$3,038	$457.25	$434.73 - $497.60
Q4 2022	6,354	$3,369	$500.41	$460.31 - $526.71
Q3 2022	6,022	$3,041	$495.09	$463.11 - $520.39
Q2 2022	5,928	$3,045	$471.05	$423.08 - $518.69
Q1 2022	5,975	$3,047	$451.15	$416.63 - $489.25
Q4 2021	5,886	$2,956	$422.19	$356.94 - $475.98
Q3 2021	5,762	$2,251	$384.84	$363.78 - $400.47
Q2 2021	5,559	$2,226	$369.03	$333.51 - $394.04
Q1 2021	5,326	$1,982	$319.66	$295.28 - $351.97
Q4 2020	4,511	$1,582	$308.19	$275.16 - $337.94
Q3 2020	4,217	$1,315	$281.21	$262.60 - $296.87
Q2 2020	4,250	$1,254	$261.11	$205.85 - $287.65
Q1 2020	4,188	$1,044	$249.73	$170.96 - $278.13
Q4 2019	4,462	$1,312	$236.60	$191.58 - $272.04
Q3 2019	4,070	$884	$217.12	$192.52 - $241.58
Q2 2019	1,100	$268	$215.47	$186.25 - $227.91
Q1 2019	1,100	$272	$227.63	$209.12 - $242.99
Q4 2018	1,100	$274	$235.05	$206.71 - $256.77
Q3 2018	1,100	$293	$230.64	$216.27 - $241.03
Q2 2018	1,100	$270	$212.11	$189.47 - $226.77
Q1 2018	1,100	$235	$201.13	$183.43 - $220.66
Q4 2017	1,100	$243	$186.06	$163.10 - $203.93
Q3 2017	1,100	$215	$168.94	$160.62 - $176.05
Q2 2017	1,100	$204	$152.68	$142.90 - $164.81
Q3 2016	1,525	$214	$120.51	$114.30 - $124.16
Q2 2016	1,525	$215	$114.17	$107.16 - $121.44