EWM
Empirical Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
11,858
-663
| -5% | -$207K | 0.08% | 152 |
|
|
2025
Q1 | $6.56M | Buy |
12,521
+5,605
| +81% | +$2.94M | 0.17% | 109 |
|
|
2024
Q4 | $3.5M | Buy |
6,916
+133
| +2% | +$67.3K | 0.09% | 138 |
|
|
2024
Q3 | $3.97M | Buy |
6,783
+1,190
| +21% | +$696K | 0.11% | 132 |
|
|
2024
Q2 | $2.85M | Buy |
5,593
+217
| +4% | +$111K | 0.08% | 149 |
|
|
2024
Q1 | $2.66M | Buy |
5,376
+443
| +9% | +$219K | 0.08% | 149 |
|
|
2023
Q4 | $2.6M | Buy |
4,933
+768
| +18% | +$404K | 0.09% | 142 |
|
|
2023
Q3 | $2.1M | Buy |
4,165
+421
| +11% | +$212K | 0.08% | 152 |
|
|
2023
Q2 | $1.8M | Sell |
3,744
-318
| -8% | -$153K | 0.07% | 163 |
|
|
2023
Q1 | $1.92M | Buy |
4,062
+293
| +8% | +$138K | 0.08% | 146 |
|
|
2022
Q4 | $2M | Buy |
3,769
+349
| +10% | +$185K | 0.09% | 137 |
|
|
2022
Q3 | $1.73M | Buy |
3,420
+93
| +3% | +$47K | 0.09% | 137 |
|
|
2022
Q2 | $1.71M | Sell |
3,327
-458
| -12% | -$235K | 0.09% | 149 |
|
|
2022
Q1 | $1.93M | Buy |
3,785
+151
| +4% | +$77K | 0.1% | 140 |
|
|
2021
Q4 | $1.83M | Buy |
3,634
+723
| +25% | +$363K | 0.09% | 144 |
|
|
2021
Q3 | $1.14M | Buy |
2,911
+180
| +7% | +$70.3K | 0.06% | 171 |
|
|
2021
Q2 | $1.09M | Buy |
2,731
+393
| +17% | +$157K | 0.07% | 175 |
|
|
2021
Q1 | $870K | Buy |
2,338
+107
| +5% | +$39.8K | 0.07% | 174 |
|
|
2020
Q4 | $782K | Buy |
2,231
+254
| +13% | +$89K | 0.06% | 183 |
|
|
2020
Q3 | $616K | Sell |
1,977
-15
| -0.8% | -$4.67K | 0.05% | 184 |
|
|
2020
Q2 | $587K | Buy |
1,992
+791
| +66% | +$233K | 0.05% | 183 |
|
|
2020
Q1 | $300K | Buy |
1,201
+137
| +13% | +$34.2K | 0.03% | 245 |
|
|
2019
Q4 | $313K | Sell |
1,064
-140
| -12% | -$41.2K | 0.03% | 247 |
|
|
2019
Q3 | $262K | Sell |
1,204
-86
| -7% | -$18.7K | 0.03% | 239 |
|
|
2019
Q2 | $315K | Buy |
1,290
+218
| +20% | +$53.2K | 0.04% | 199 |
|
|
2019
Q1 | $265K | Buy |
1,072
+207
| +24% | +$51.2K | 0.04% | 194 |
|
|
2018
Q4 | $215K | Sell |
865
-1,971
| -69% | -$490K | 0.04% | 183 |
|
|
2018
Q3 | $755K | Buy |
2,836
+1,079
| +61% | +$287K | 0.13% | 90 |
|
|
2018
Q2 | $431K | Buy |
1,757
+362
| +26% | +$88.8K | 0.08% | 119 |
|
|
2018
Q1 | $299K | Buy |
1,395
+275
| +25% | +$58.9K | 0.06% | 133 |
|
|
2017
Q4 | $247K | Buy |
1,120
+49
| +5% | +$10.8K | 0.05% | 132 |
|
|
2017
Q3 | $210K | Buy |
+1,071
| New | +$210K | 0.05% | 133 |
|