Ferguson Wellman Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.78M | Sell |
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|
2025
Q2 | $10.3M | Sell |
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|
2025
Q1 | $98.7M | Buy |
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|
2024
Q4 | $93.9M | Sell |
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|
2024
Q3 | $110M | Buy |
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|
2024
Q2 | $71.4M | Sell |
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|
2024
Q1 | $72.5M | Sell |
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|
2023
Q4 | $77.7M | Buy |
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|
2023
Q3 | $73M | Sell |
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|
2023
Q2 | $70.6M | Sell |
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|
2023
Q1 | $90.7M | Sell |
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|
2022
Q4 | $110M | Buy |
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|
2022
Q3 | $83.5M | Buy |
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|
2022
Q2 | $82M | Sell |
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|
2022
Q1 | $81.6M | Sell |
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|
2021
Q4 | $80.9M | Buy |
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|
2021
Q3 | $61.8M | Buy |
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|
2021
Q2 | $62.8M | Buy |
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|
2021
Q1 | $43.4M | Sell |
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|
2020
Q4 | $41.6M | Sell |
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|
2020
Q3 | $37.3M | Sell |
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|
2020
Q2 | $35.5M | Buy |
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|
2020
Q1 | $30M | Sell |
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|
2019
Q4 | $35.9M | Sell |
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|
2019
Q3 | $26.8M | Buy |
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|
2019
Q2 | $21.7M | Sell |
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|
2019
Q1 | $32.8M | Sell |
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|
2018
Q4 | $43.2M | Buy |
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|
2018
Q3 | $45.1M | Sell |
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|
2018
Q2 | $42.3M | Sell |
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|
2018
Q1 | $37M | Sell |
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|
2017
Q4 | $38.9M | Sell |
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|
2017
Q3 | $34.8M | Sell |
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|
2017
Q2 | $33.5M | Buy |
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|
2017
Q1 | $29.5M | Sell |
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|
2016
Q4 | $39.5M | Sell |
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|
2016
Q3 | $34.7M | Sell |
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|
2016
Q2 | $49M | Sell |
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|
2016
Q1 | $45.8M | Buy |
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|
2015
Q4 | $22M | Buy |
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|
2015
Q3 | $21.3M | Buy |
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|
2015
Q2 | $21.4M | Sell |
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|
2015
Q1 | $30.3M | Buy |
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|
2014
Q4 | $24.7M | Buy |
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|
2014
Q3 | $379K | Sell |
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|
2014
Q2 | $381K | Buy |
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