NWAM LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
5,089
+723
| +17% | +$194K | 0.11% | 177 |
|
|
2025
Q1 | $2.29M | Sell |
4,366
-20
| -0.5% | -$10.5K | 0.2% | 115 |
|
|
2024
Q4 | $2.22M | Buy |
4,386
+188
| +4% | +$95.1K | 0.14% | 156 |
|
|
2024
Q3 | $2.45M | Buy |
4,198
+1,336
| +47% | +$781K | 0.15% | 143 |
|
|
2024
Q2 | $1.46M | Sell |
2,862
-471
| -14% | -$240K | 0.43% | 46 |
|
|
2024
Q1 | $1.67M | Sell |
3,333
-170
| -5% | -$85K | 0.13% | 150 |
|
|
2023
Q4 | $1.84M | Buy |
3,503
+155
| +5% | +$81.6K | 0.15% | 137 |
|
|
2023
Q3 | $1.69M | Sell |
3,348
-66
| -2% | -$33.3K | 0.17% | 120 |
|
|
2023
Q2 | $1.64M | Buy |
3,414
+59
| +2% | +$28.4K | 0.13% | 152 |
|
|
2023
Q1 | $1.59M | Sell |
3,355
-41
| -1% | -$19.4K | 0.16% | 132 |
|
|
2022
Q4 | $1.8M | Sell |
3,396
-81
| -2% | -$43K | 0.16% | 136 |
|
|
2022
Q3 | $1.76M | Buy |
3,477
+25
| +0.7% | +$12.6K | 0.17% | 125 |
|
|
2022
Q2 | $1.75M | Buy |
3,452
+78
| +2% | +$39.5K | 0.16% | 127 |
|
|
2022
Q1 | $1.72M | Buy |
3,374
+450
| +15% | +$230K | 0.13% | 157 |
|
|
2021
Q4 | $1.47M | Buy |
2,924
+504
| +21% | +$253K | 0.12% | 187 |
|
|
2021
Q3 | $945K | Buy |
2,420
+167
| +7% | +$65.2K | 0.09% | 226 |
|
|
2021
Q2 | $902K | Sell |
2,253
-160
| -7% | -$64.1K | 0.08% | 225 |
|
|
2021
Q1 | $898K | Buy |
2,413
+2
| +0.1% | +$744 | 0.09% | 220 |
|
|
2020
Q4 | $845K | Buy |
+2,411
| New | +$845K | 0.1% | 195 |
|
|
2020
Q3 | – | Sell |
-2,617
| Closed | -$772K | – | 415 |
|
|
2020
Q2 | $772K | Buy |
2,617
+103
| +4% | +$30.4K | 0.11% | 178 |
|
|
2020
Q1 | $627 | Sell |
2,514
-1,839
| -42% | -$459 | 0.02% | 200 |
|
|
2019
Q4 | $1.28M | Buy |
4,353
+845
| +24% | +$248K | 0.22% | 98 |
|
|
2019
Q3 | $762K | Buy |
3,508
+203
| +6% | +$44.1K | 0.14% | 154 |
|
|
2019
Q2 | $806K | Sell |
3,305
-24
| -0.7% | -$5.85K | 0.16% | 135 |
|
|
2019
Q1 | $823K | Sell |
3,329
-120
| -3% | -$29.7K | 0.18% | 124 |
|
|
2018
Q4 | $859K | Sell |
3,449
-266
| -7% | -$66.2K | 0.22% | 107 |
|
|
2018
Q3 | $988K | Buy |
3,715
+1,131
| +44% | +$301K | 0.22% | 96 |
|
|
2018
Q2 | $634K | Sell |
2,584
-50
| -2% | -$12.3K | 0.15% | 148 |
|
|
2018
Q1 | $564K | Sell |
2,634
-74
| -3% | -$15.8K | 0.14% | 159 |
|
|
2017
Q4 | $597K | Buy |
2,708
+64
| +2% | +$14.1K | 0.15% | 151 |
|
|
2017
Q3 | $518K | Buy |
2,644
+193
| +8% | +$37.8K | 0.13% | 159 |
|
|
2017
Q2 | $454K | Sell |
2,451
-232
| -9% | -$43K | 0.08% | 166 |
|
|
2017
Q1 | $440K | Buy |
2,683
+32
| +1% | +$5.25K | 0.13% | 162 |
|
|
2016
Q4 | $424K | Sell |
2,651
-6
| -0.2% | -$960 | 0.14% | 157 |
|
|
2016
Q3 | $372K | Buy |
2,657
+1,139
| +75% | +$159K | 0.03% | 165 |
|
|
2016
Q2 | $214K | Buy |
+1,518
| New | +$214K | 0.08% | 214 |
|
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$389K | – | 262 |
|
|
2015
Q3 | $389K | Hold |
3,000
| – | – | 0.32% | 72 |
|
|
2015
Q2 | $407K | Sell |
3,000
-870
| -22% | -$118K | 0.17% | 131 |
|
|
2015
Q1 | $458K | Buy |
3,870
+469
| +14% | +$55.5K | 0.2% | 121 |
|
|
2014
Q4 | $344K | Sell |
3,401
-1,078
| -24% | -$109K | 0.15% | 148 |
|
|
2014
Q3 | $386K | Sell |
4,479
-463
| -9% | -$39.9K | 0.14% | 163 |
|
|
2014
Q2 | $404K | Buy |
4,942
+20
| +0.4% | +$1.64K | 0.13% | 167 |
|
|
2014
Q1 | $404K | Buy |
+4,922
| New | +$404K | 0.14% | 150 |
|