FWIA
Fort Washington Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143M | Sell |
457,719
-72,384
| -14% | -$22.6M | 0.82% | 27 |
|
|
2025
Q1 | $278M | Buy |
530,103
+1,465
| +0.3% | +$767K | 1.7% | 8 |
|
|
2024
Q4 | $267M | Buy |
528,638
+11,812
| +2% | +$5.98M | 1.6% | 7 |
|
|
2024
Q3 | $302M | Buy |
516,826
+645
| +0.1% | +$377K | 1.84% | 7 |
|
|
2024
Q2 | $263M | Sell |
516,181
-12,807
| -2% | -$6.52M | 1.71% | 8 |
|
|
2024
Q1 | $262M | Sell |
528,988
-1,190
| -0.2% | -$589K | 1.68% | 10 |
|
|
2023
Q4 | $279M | Sell |
530,178
-2,544
| -0.5% | -$1.34M | 1.93% | 8 |
|
|
2023
Q3 | $269M | Sell |
532,722
-9,637
| -2% | -$4.86M | 2.03% | 8 |
|
|
2023
Q2 | $261M | Sell |
542,359
-1,317
| -0.2% | -$633K | 1.88% | 9 |
|
|
2023
Q1 | $257M | Sell |
543,676
-8,259
| -1% | -$3.9M | 1.94% | 7 |
|
|
2022
Q4 | $293M | Sell |
551,935
-20,784
| -4% | -$11M | 2.27% | 5 |
|
|
2022
Q3 | $289M | Sell |
572,719
-46,713
| -8% | -$23.6M | 2.42% | 4 |
|
|
2022
Q2 | $318M | Sell |
619,432
-11,183
| -2% | -$5.74M | 2.44% | 6 |
|
|
2022
Q1 | $322M | Sell |
630,615
-26,467
| -4% | -$13.5M | 2.04% | 8 |
|
|
2021
Q4 | $330M | Sell |
657,082
-17,788
| -3% | -$8.93M | 2% | 8 |
|
|
2021
Q3 | $264M | Buy |
674,870
+217,669
| +48% | +$85.1M | 1.69% | 12 |
|
|
2021
Q2 | $183M | Buy |
457,201
+2,154
| +0.5% | +$863K | 1.62% | 12 |
|
|
2021
Q1 | $169M | Buy |
455,047
+13,352
| +3% | +$4.97M | 1.63% | 12 |
|
|
2020
Q4 | $155M | Sell |
441,695
-50,027
| -10% | -$17.5M | 1.64% | 11 |
|
|
2020
Q3 | $153M | Sell |
491,722
-7,460
| -1% | -$2.33M | 1.63% | 13 |
|
|
2020
Q2 | $147M | Buy |
499,182
+3,508
| +0.7% | +$1.03M | 1.66% | 12 |
|
|
2020
Q1 | $124M | Buy |
495,674
+6,840
| +1% | +$1.71M | 1.68% | 12 |
|
|
2019
Q4 | $144M | Buy |
488,834
+34,060
| +7% | +$10M | 1.53% | 12 |
|
|
2019
Q3 | $98.8M | Buy |
454,774
+86,174
| +23% | +$18.7M | 1.09% | 24 |
|
|
2019
Q2 | $89.9M | Buy |
368,600
+213,417
| +138% | +$52.1M | 1% | 26 |
|
|
2019
Q1 | $38.4M | Sell |
155,183
-18,571
| -11% | -$4.59M | 0.43% | 58 |
|
|
2018
Q4 | $43.3M | Sell |
173,754
-8,020
| -4% | -$2M | 0.53% | 51 |
|
|
2018
Q3 | $48.4M | Sell |
181,774
-35,164
| -16% | -$9.36M | 0.48% | 53 |
|
|
2018
Q2 | $53.2M | Buy |
216,938
+983
| +0.5% | +$241K | 0.54% | 51 |
|
|
2018
Q1 | $46.2M | Sell |
215,955
-5,104
| -2% | -$1.09M | 0.48% | 54 |
|
|
2017
Q4 | $48.7M | Buy |
221,059
+197,706
| +847% | +$43.6M | 0.48% | 55 |
|
|
2017
Q3 | $4.57M | Sell |
23,353
-2,942
| -11% | -$576K | 0.07% | 148 |
|
|
2017
Q2 | $4.88M | Sell |
26,295
-8,929
| -25% | -$1.66M | 0.08% | 139 |
|
|
2017
Q1 | $5.78M | Sell |
35,224
-1,841
| -5% | -$302K | 0.09% | 122 |
|
|
2016
Q4 | $5.93M | Sell |
37,065
-61,709
| -62% | -$9.88M | 0.1% | 110 |
|
|
2016
Q3 | $13.8M | Buy |
98,774
+5,599
| +6% | +$784K | 0.25% | 73 |
|
|
2016
Q2 | $13.2M | Sell |
93,175
-80,442
| -46% | -$11.4M | 0.25% | 71 |
|
|
2016
Q1 | $22.4M | Sell |
173,617
-391
| -0.2% | -$50.4K | 0.43% | 54 |
|
|
2015
Q4 | $20.5M | Buy |
174,008
+1,956
| +1% | +$230K | 0.41% | 52 |
|
|
2015
Q3 | $20M | Buy |
172,052
+138,367
| +411% | +$16.1M | 0.41% | 53 |
|
|
2015
Q2 | $4.11M | Buy |
33,685
+785
| +2% | +$95.8K | 0.08% | 144 |
|
|
2015
Q1 | $3.89M | Buy |
32,900
+667
| +2% | +$78.9K | 0.08% | 148 |
|
|
2014
Q4 | $3.26M | Buy |
32,233
+1,726
| +6% | +$175K | 0.07% | 165 |
|
|
2014
Q3 | $2.63M | Sell |
30,507
-2,956
| -9% | -$255K | 0.05% | 188 |
|
|
2014
Q2 | $2.74M | Buy |
33,463
+3,678
| +12% | +$301K | 0.05% | 203 |
|
|
2014
Q1 | $2.44M | Sell |
29,785
-2,855
| -9% | -$234K | 0.05% | 189 |
|
|
2013
Q4 | $2.46M | Sell |
32,640
-3,701
| -10% | -$279K | 0.06% | 230 |
|
|
2013
Q3 | $2.6M | Sell |
36,341
-15,714
| -30% | -$1.13M | 0.06% | 229 |
|
|
2013
Q2 | $3.41M | Buy |
+52,055
| New | +$3.41M | 0.08% | 220 |
|