NWM
Nicola Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46,400
| Closed | -$24.3M | – | 118 |
|
|
2025
Q1 | $24.3M | Buy |
46,400
+1,000
| +2% | +$524K | 2.37% | 6 |
|
|
2024
Q4 | $23M | Buy |
45,400
+9,000
| +25% | +$4.55M | 2.17% | 15 |
|
|
2024
Q3 | $21.3M | Buy |
36,400
+6,000
| +20% | +$3.51M | 1.69% | 19 |
|
|
2024
Q2 | $15.5M | Buy |
30,400
+2,500
| +9% | +$1.27M | 1.38% | 28 |
|
|
2024
Q1 | $13.8M | Hold |
27,900
| – | – | 1.34% | 29 |
|
|
2023
Q4 | $14.7M | Hold |
27,900
| – | – | 1.54% | 27 |
|
|
2023
Q3 | $14.1M | Sell |
27,900
-2,500
| -8% | -$1.26M | 1.52% | 26 |
|
|
2023
Q2 | $14.6M | Sell |
30,400
-2,000
| -6% | -$961K | 1.44% | 26 |
|
|
2023
Q1 | $15.3M | Hold |
32,400
| – | – | 1.51% | 22 |
|
|
2022
Q4 | $17.2M | Buy |
32,400
+700
| +2% | +$371K | 1.74% | 20 |
|
|
2022
Q3 | $16M | Sell |
31,700
-4,000
| -11% | -$2.02M | 1.76% | 15 |
|
|
2022
Q2 | $18.3M | Buy |
35,700
+3,700
| +12% | +$1.9M | 1.75% | 13 |
|
|
2022
Q1 | $16.3M | Buy |
32,000
+1,000
| +3% | +$510K | 1.44% | 17 |
|
|
2021
Q4 | $15.6M | Sell |
31,000
-1,000
| -3% | -$502K | 1.46% | 18 |
|
|
2021
Q3 | $12.5M | Hold |
32,000
| – | – | 1.29% | 23 |
|
|
2021
Q2 | $12.8M | Sell |
32,000
-2,000
| -6% | -$801K | 1.31% | 25 |
|
|
2021
Q1 | $12.7M | Sell |
34,000
-1,000
| -3% | -$372K | 1.41% | 23 |
|
|
2020
Q4 | $12.3M | Buy |
35,000
+9,000
| +35% | +$3.16M | 1.53% | 21 |
|
|
2020
Q3 | $8.11M | Hold |
26,000
| – | – | 1.15% | 36 |
|
|
2020
Q2 | $7.67M | Sell |
26,000
-20,500
| -44% | -$6.05M | 1.06% | 36 |
|
|
2020
Q1 | $11.6M | Buy |
46,500
+26,500
| +133% | +$6.61M | 1.74% | 19 |
|
|
2019
Q4 | $5.88M | Sell |
20,000
-2,000
| -9% | -$588K | 0.88% | 51 |
|
|
2019
Q3 | $4.78M | Buy |
22,000
+8,000
| +57% | +$1.74M | 0.75% | 60 |
|
|
2019
Q2 | $3.42M | Buy |
14,000
+2,000
| +17% | +$488K | 0.57% | 69 |
|
|
2019
Q1 | $2.97M | Sell |
12,000
-9,000
| -43% | -$2.23M | 0.44% | 78 |
|
|
2018
Q4 | $5.23M | Hold |
21,000
| – | – | 0.86% | 49 |
|
|
2018
Q3 | $5.59M | Hold |
21,000
| – | – | 0.96% | 40 |
|
|
2018
Q2 | $5.15M | Buy |
21,000
+4,000
| +24% | +$981K | 1% | 36 |
|
|
2018
Q1 | $3.64M | Buy |
+17,000
| New | +$3.64M | 0.73% | 57 |
|