Heritage Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.1K | Buy |
+200
| New | +$59.6K | ﹤0.01% | 316 |
|
|
2025
Q4 | – | Sell |
-60
| Closed | -$20.9K | – | 614 |
|
|
2025
Q3 | $20.9K | Sell |
60
-2
| -3% | -$605 | ﹤0.01% | 376 |
|
|
2025
Q2 | $19.5K | Sell |
62
-361
| -85% | -$138K | ﹤0.01% | 377 |
|
|
2025
Q1 | $222K | Sell |
423
-112,659
| -100% | -$57.6M | 0.01% | 189 |
|
|
2024
Q4 | $57.2M | Buy |
113,082
+1,177
| +1% | +$669K | 2.84% | 9 |
|
|
2024
Q3 | $65.4M | Buy |
111,905
+4,685
| +4% | +$2.65M | 3.07% | 7 |
|
|
2024
Q2 | $54.6M | Buy |
107,220
+6,439
| +6% | +$3.16M | 2.47% | 11 |
|
|
2024
Q1 | $49.9M | Buy |
100,781
+6,626
| +7% | +$3.37M | 2.28% | 11 |
|
|
2023
Q4 | $49.6M | Sell |
94,155
-5,351
| -5% | -$2.85M | 2.46% | 10 |
|
|
2023
Q3 | $50.2M | Buy |
99,506
+5,861
| +6% | +$2.88M | 2.74% | 7 |
|
|
2023
Q2 | $45M | Buy |
93,645
+1,982
| +2% | +$969K | 2.38% | 10 |
|
|
2023
Q1 | $43.3M | Buy |
91,663
+5,319
| +6% | +$2.57M | 2.41% | 10 |
|
|
2022
Q4 | $45.8M | Buy |
86,344
+2,303
| +3% | +$1.22M | 2.65% | 8 |
|
|
2022
Q3 | $42.4M | Buy |
84,041
+2,384
| +3% | +$1.25M | 3.08% | 7 |
|
|
2022
Q2 | $41.9M | Buy |
81,657
+15,114
| +23% | +$7.59M | 2.92% | 8 |
|
|
2022
Q1 | $33.9M | Buy |
66,543
+3,684
| +6% | +$1.78M | 1.88% | 10 |
|
|
2021
Q4 | $31.6M | Buy |
62,859
+3,619
| +6% | +$1.64M | 1.73% | 7 |
|
|
2021
Q3 | $23.1M | Buy |
59,240
+1,841
| +3% | +$763K | 1.42% | 11 |
|
|
2021
Q2 | $23M | Buy |
57,399
+5,154
| +10% | +$2.06M | 1.42% | 10 |
|
|
2021
Q1 | $19.4M | Buy |
52,245
+5,690
| +12% | +$1.97M | 1.17% | 10 |
|
|
2020
Q4 | $16.3M | Buy |
46,555
+4,126
| +10% | +$1.38M | 1.02% | 12 |
|
|
2020
Q3 | $13.2M | Buy |
42,429
+569
| +1% | +$175K | 1.71% | 12 |
|
|
2020
Q2 | $12.3M | Buy |
41,860
+22,367
| +115% | +$6.41M | 1.73% | 12 |
|
|
2020
Q1 | $4.86M | Buy |
19,493
+5,120
| +36% | +$1.41M | 0.87% | 24 |
|
|
2019
Q4 | $4.23M | Buy |
14,373
+2,016
| +16% | +$527K | 0.56% | 28 |
|
|
2019
Q3 | $2.69M | Buy |
12,357
+624
| +5% | +$151K | 0.4% | 33 |
|
|
2019
Q2 | $2.86M | Buy |
11,733
+687
| +6% | +$165K | 0.44% | 31 |
|
|
2019
Q1 | $2.73M | Buy |
11,046
+2,224
| +25% | +$567K | 0.45% | 31 |
|
|
2018
Q4 | $2.2M | Buy |
8,822
+216
| +3% | +$57.1K | 0.43% | 30 |
|
|
2018
Q3 | $2.29M | Buy |
8,606
+554
| +7% | +$144K | 0.45% | 30 |
|
|
2018
Q2 | $1.97M | Buy |
8,052
+166
| +2% | +$39.9K | 0.74% | 27 |
|
|
2018
Q1 | $1.69M | Buy |
7,886
+858
| +12% | +$196K | 0.7% | 28 |
|
|
2017
Q4 | $1.54M | Buy |
7,028
+386
| +6% | +$81.8K | 0.66% | 33 |
|
|
2017
Q3 | $1.3M | Buy |
6,642
+364
| +6% | +$70.3K | 0.66% | 36 |
|
|
2017
Q2 | $1.17M | Buy |
6,278
+392
| +7% | +$68.7K | 0.6% | 40 |
|
|
2017
Q1 | $962K | Buy |
5,886
+891
| +18% | +$146K | 0.52% | 41 |
|
|
2016
Q4 | $799K | Buy |
4,995
+1,165
| +30% | +$174K | 0.52% | 34 |
|
|
2016
Q3 | $535K | Buy |
3,830
+874
| +30% | +$122K | 0.37% | 39 |
|
|
2016
Q2 | $416K | Buy |
+2,956
| New | +$394K | 0.28% | 49 |
|
Other funds holding UNH
VCM
VPM
