HWG Holdings’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-448
| Closed | -$235K | – | 122 |
|
|
2025
Q1 | $235K | Hold |
448
| – | – | 0.1% | 37 |
|
|
2024
Q4 | $227K | Hold |
448
| – | – | 0.07% | 48 |
|
|
2024
Q3 | $262K | Buy |
448
+35
| +8% | +$20.5K | 0.09% | 47 |
|
|
2024
Q2 | $210K | Buy |
+413
| New | +$210K | 0.08% | 37 |
|
|
2023
Q4 | $394K | Sell |
748
-239
| -24% | -$126K | 0.18% | 39 |
|
|
2023
Q3 | $498K | Buy |
987
+46
| +5% | +$23.2K | 0.27% | 38 |
|
|
2023
Q2 | $452K | Sell |
941
-47
| -5% | -$22.6K | 0.21% | 41 |
|
|
2023
Q1 | $467K | Sell |
988
-11,102
| -92% | -$5.25M | 0.27% | 33 |
|
|
2022
Q4 | $6.41M | Buy |
12,090
+454
| +4% | +$241K | 4.15% | 5 |
|
|
2022
Q3 | $5.88M | Buy |
+11,636
| New | +$5.88M | 4.2% | 5 |
|
|
2022
Q1 | $3.42M | Buy |
6,696
+2,702
| +68% | +$1.38M | 1.69% | 8 |
|
|
2021
Q4 | $2.01M | Buy |
+3,994
| New | +$2.01M | 0.87% | 29 |
|
|
2021
Q2 | $28K | Hold |
69
| – | – | 0.01% | 85 |
|
|
2021
Q1 | $26K | Sell |
69
-108
| -61% | -$40.7K | 0.01% | 67 |
|
|
2020
Q4 | $62K | Sell |
177
-64
| -27% | -$22.4K | 0.03% | 66 |
|
|
2020
Q3 | $75K | Sell |
241
-119
| -33% | -$37K | 0.07% | 60 |
|
|
2020
Q2 | $106K | Buy |
+360
| New | +$106K | 0.08% | 60 |
|
|
2019
Q4 | $753K | Buy |
2,562
+2,478
| +2,950% | +$728K | 0.62% | 35 |
|
|
2019
Q3 | $18K | Sell |
84
-367
| -81% | -$78.6K | 0.02% | 93 |
|
|
2019
Q2 | $110K | Sell |
451
-262
| -37% | -$63.9K | 0.11% | 77 |
|
|
2019
Q1 | $176K | Sell |
713
-20,729
| -97% | -$5.12M | 0.18% | 42 |
|
|
2018
Q4 | $5.34M | Buy |
21,442
+8,286
| +63% | +$2.06M | 11.26% | 4 |
|
|
2018
Q3 | $3.5M | Buy |
13,156
+2,704
| +26% | +$719K | 2.37% | 19 |
|
|
2018
Q2 | $2.56M | Buy |
10,452
+4,380
| +72% | +$1.07M | 2.12% | 14 |
|
|
2018
Q1 | $1.3M | Sell |
6,072
-15,986
| -72% | -$3.42M | 1.21% | 23 |
|
|
2017
Q4 | $4.86M | Buy |
22,058
+5,090
| +30% | +$1.12M | 4.11% | 4 |
|
|
2017
Q3 | $3.32M | Buy |
16,968
+10,601
| +166% | +$2.08M | 2.61% | 10 |
|
|
2017
Q2 | $1.18M | Buy |
6,367
+756
| +13% | +$140K | 0.87% | 14 |
|
|
2017
Q1 | $920K | Buy |
+5,611
| New | +$920K | 1.16% | 20 |
|