Leith Wheeler Investment Counsel’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.8M Buy
+47,284
New +$14.8M 1.05% 26
2025
Q1
Sell
-23,949
Closed -$12.1M 81
2024
Q4
$12.1M Buy
23,949
+3,399
+17% +$1.72M 0.88% 27
2024
Q3
$12M Buy
20,550
+20,086
+4,329% +$11.7M 0.84% 32
2024
Q2
$236K Buy
+464
New +$236K 0.02% 65