Godshalk Welsh Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
2,045
-45
| -2% | -$14K | 0.39% | 77 |
|
|
2025
Q1 | $1.09M | Hold |
2,090
| – | – | 0.72% | 49 |
|
|
2024
Q4 | $1.06M | Sell |
2,090
-20
| -0.9% | -$10.1K | 0.68% | 49 |
|
|
2024
Q3 | $1.23M | Sell |
2,110
-225
| -10% | -$132K | 0.78% | 42 |
|
|
2024
Q2 | $1.19M | Hold |
2,335
| – | – | 0.79% | 38 |
|
|
2024
Q1 | $1.16M | Buy |
2,335
+10
| +0.4% | +$4.95K | 0.78% | 43 |
|
|
2023
Q4 | $1.22M | Sell |
2,325
-300
| -11% | -$158K | 0.88% | 39 |
|
|
2023
Q3 | $1.32M | Sell |
2,625
-15
| -0.6% | -$7.56K | 1% | 34 |
|
|
2023
Q2 | $1.27M | Sell |
2,640
-90
| -3% | -$43.3K | 0.87% | 40 |
|
|
2023
Q1 | $1.29M | Sell |
2,730
-150
| -5% | -$70.9K | 0.91% | 42 |
|
|
2022
Q4 | $1.53M | Sell |
2,880
-113
| -4% | -$59.9K | 1.11% | 30 |
|
|
2022
Q3 | $1.51M | Buy |
2,993
+3
| +0.1% | +$1.52K | 1.12% | 30 |
|
|
2022
Q2 | $1.54M | Sell |
2,990
-65
| -2% | -$33.4K | 1.1% | 34 |
|
|
2022
Q1 | $1.56M | Sell |
3,055
-25
| -0.8% | -$12.8K | 0.96% | 39 |
|
|
2021
Q4 | $1.55M | Hold |
3,080
| – | – | 0.88% | 43 |
|
|
2021
Q3 | $1.2M | Sell |
3,080
-7
| -0.2% | -$2.73K | 0.75% | 47 |
|
|
2021
Q2 | $1.28M | Hold |
3,087
| – | – | 0.79% | 42 |
|
|
2021
Q1 | $1.15M | Sell |
3,087
-113
| -4% | -$42.1K | 0.8% | 46 |
|
|
2020
Q4 | $1.12M | Sell |
3,200
-50
| -2% | -$17.5K | 0.83% | 43 |
|
|
2020
Q3 | $1.01M | Buy |
3,250
+125
| +4% | +$39K | 0.85% | 41 |
|
|
2020
Q2 | $922K | Sell |
3,125
-125
| -4% | -$36.9K | 0.86% | 44 |
|
|
2020
Q1 | $810K | Hold |
3,250
| – | – | 0.88% | 45 |
|
|
2019
Q4 | $955K | Hold |
3,250
| – | – | 0.79% | 50 |
|
|
2019
Q3 | $706K | Hold |
3,250
| – | – | 0.62% | 60 |
|
|
2019
Q2 | $793K | Sell |
3,250
-200
| -6% | -$48.8K | 0.73% | 53 |
|
|
2019
Q1 | $853K | Sell |
3,450
-100
| -3% | -$24.7K | 0.82% | 48 |
|
|
2018
Q4 | $884K | Sell |
3,550
-25
| -0.7% | -$6.23K | 0.99% | 36 |
|
|
2018
Q3 | $951K | Hold |
3,575
| – | – | 0.93% | 39 |
|
|
2018
Q2 | $877K | Hold |
3,575
| – | – | 0.92% | 41 |
|
|
2018
Q1 | $765K | Sell |
3,575
-95
| -3% | -$20.3K | 0.82% | 48 |
|
|
2017
Q4 | $809K | Sell |
3,670
-25
| -0.7% | -$5.51K | 0.82% | 47 |
|
|
2017
Q3 | $724K | Sell |
3,695
-100
| -3% | -$19.6K | 0.73% | 59 |
|
|
2017
Q2 | $704K | Sell |
3,795
-100
| -3% | -$18.6K | 0.7% | 57 |
|
|
2017
Q1 | $639K | Sell |
3,895
-50
| -1% | -$8.2K | 0.63% | 63 |
|
|
2016
Q4 | $631K | Sell |
3,945
-100
| -2% | -$16K | 0.65% | 62 |
|
|
2016
Q3 | $566K | Hold |
4,045
| – | – | 0.58% | 68 |
|
|
2016
Q2 | $571K | Hold |
4,045
| – | – | 0.6% | 65 |
|
|
2016
Q1 | $521K | Hold |
4,045
| – | – | 0.54% | 74 |
|
|
2015
Q4 | $476K | Sell |
4,045
-100
| -2% | -$11.8K | 0.5% | 83 |
|
|
2015
Q3 | $481K | Hold |
4,145
| – | – | 0.53% | 76 |
|
|
2015
Q2 | $506K | Sell |
4,145
-400
| -9% | -$48.8K | 0.51% | 77 |
|
|
2015
Q1 | $538K | Hold |
4,545
| – | – | 0.55% | 72 |
|
|
2014
Q4 | $459K | Buy |
+4,545
| New | +$459K | 0.42% | 88 |
|