Laird Norton Wetherby Wealth 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 | $7.52M | Buy |
21,774
+750
| +4% | +$227K | 0.31% | 43 |
|
|
2025
Q2 | $6.56M | Buy |
+21,024
| New | +$8.04M | 0.29% | 53 |
|
|
2024
Q4 | $11.5M | Sell |
22,736
-1,372
| -6% | -$780K | 0.55% | 24 |
|
|
2024
Q3 | $14.1M | Buy |
24,108
+6
| +0% | +$3.39K | 0.64% | 21 |
|
|
2024
Q2 | $12.3M | Sell |
24,102
-1,532
| -6% | -$751K | 0.58% | 23 |
|
|
2024
Q1 | $12.7M | Sell |
25,634
-652
| -2% | -$331K | 0.61% | 23 |
|
|
2023
Q4 | $13.8M | Sell |
26,286
-337
| -1% | -$180K | 0.72% | 16 |
|
|
2023
Q3 | $13.4M | Sell |
26,623
-2,704
| -9% | -$1.33M | 0.76% | 16 |
|
|
2023
Q2 | $14.1M | Sell |
29,327
-833
| -3% | -$407K | 0.76% | 15 |
|
|
2023
Q1 | $14.3M | Buy |
30,160
+3,655
| +14% | +$1.76M | 0.84% | 12 |
|
|
2022
Q4 | $14.1M | Buy |
26,505
+374
| +1% | +$198K | 0.9% | 11 |
|
|
2022
Q3 | $13.2M | Buy |
26,131
+510
| +2% | +$268K | 0.93% | 11 |
|
|
2022
Q2 | $13.2M | Buy |
25,621
+1,259
| +5% | +$632K | 0.9% | 11 |
|
|
2022
Q1 | $12.4M | Buy |
24,362
+733
| +3% | +$354K | 0.71% | 18 |
|
|
2021
Q4 | $11.9M | Buy |
23,629
+479
| +2% | +$217K | 0.67% | 21 |
|
|
2021
Q3 | $9.04M | Buy |
23,150
+226
| +1% | +$93.6K | 0.56% | 26 |
|
|
2021
Q2 | $9.18M | Buy |
22,924
+688
| +3% | +$274K | 0.56% | 29 |
|
|
2021
Q1 | $8.27M | Sell |
22,236
-744
| -3% | -$258K | 0.63% | 26 |
|
|
2020
Q4 | $8.06M | Buy |
22,980
+118
| +0.5% | +$39.6K | 0.55% | 30 |
|
|
2020
Q3 | $7.13M | Buy |
22,862
+1,510
| +7% | +$464K | 0.64% | 27 |
|
|
2020
Q2 | $6.3M | Buy |
21,352
+803
| +4% | +$230K | 0.6% | 27 |
|
|
2020
Q1 | $5.13M | Buy |
20,549
+895
| +5% | +$246K | 0.58% | 29 |
|
|
2019
Q4 | $5.78M | Sell |
19,654
-1,745
| -8% | -$457K | 0.57% | 24 |
|
|
2019
Q3 | $4.65M | Sell |
21,399
-578
| -3% | -$139K | 0.49% | 35 |
|
|
2019
Q2 | $5.36M | Buy |
21,977
+3,455
| +19% | +$831K | 0.59% | 27 |
|
|
2019
Q1 | $4.58M | Buy |
18,522
+724
| +4% | +$185K | 0.57% | 31 |
|
|
2018
Q4 | $4.43M | Buy |
17,798
+231
| +1% | +$61K | 0.63% | 28 |
|
|
2018
Q3 | $4.67M | Buy |
17,567
+428
| +2% | +$111K | 0.58% | 27 |
|
|
2018
Q2 | $4.21M | Buy |
17,139
+146
| +0.9% | +$35.1K | 0.57% | 31 |
|
|
2018
Q1 | $3.64M | Sell |
16,993
-195
| -1% | -$44.5K | 0.5% | 36 |
|
|
2017
Q4 | $3.79M | Buy |
17,188
+772
| +5% | +$164K | 0.53% | 35 |
|
|
2017
Q3 | $3.21M | Sell |
16,416
-82
| -0.5% | -$15.8K | 0.48% | 41 |
|
|
2017
Q2 | $3.06M | Buy |
16,498
+459
| +3% | +$80.5K | 0.52% | 36 |
|
|
2017
Q1 | $2.63M | Buy |
16,039
+810
| +5% | +$133K | 0.47% | 38 |
|
|
2016
Q4 | $2.44M | Buy |
15,229
+363
| +2% | +$54.2K | 0.48% | 42 |
|
|
2016
Q3 | $2.08M | Buy |
14,866
+1,101
| +8% | +$154K | 0.42% | 47 |
|
|
2016
Q2 | $1.94M | Buy |
13,765
+317
| +2% | +$42.3K | 0.43% | 48 |
|
|
2016
Q1 | $1.73M | Sell |
13,448
-98
| -0.7% | -$11.6K | 0.41% | 48 |
|
|
2015
Q4 | $1.59M | Sell |
13,546
-160
| -1% | -$18.7K | 0.38% | 57 |
|
|
2015
Q3 | $1.59M | Buy |
13,706
+573
| +4% | +$68.6K | 0.41% | 54 |
|
|
2015
Q2 | $1.6M | Buy |
13,133
+257
| +2% | +$30.4K | 0.39% | 54 |
|
|
2015
Q1 | $1.52M | Buy |
12,876
+584
| +5% | +$64.9K | 0.37% | 54 |
|
|
2014
Q4 | $1.24M | Buy |
12,292
+479
| +4% | +$45.4K | 0.31% | 63 |
|
|
2014
Q3 | $1.02M | Buy |
11,813
+108
| +0.9% | +$9.13K | 0.28% | 76 |
|
|
2014
Q2 | $957K | Sell |
11,705
-645
| -5% | -$50.7K | 0.27% | 83 |
|
|
2014
Q1 | $1.01M | Sell |
12,350
-3,919
| -24% | -$295K | 0.29% | 76 |
|
|
2013
Q4 | $1.23M | Buy |
16,269
+131
| +0.8% | +$9.41K | 0.35% | 61 |
|
|
2013
Q3 | $1.16M | Buy |
16,138
+1,712
| +12% | +$123K | 0.36% | 59 |
|
|
2013
Q2 | $945K | Buy |
+14,426
| New | +$898K | 0.33% | 64 |
|
Other funds holding UNH
