NWAM LLC’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 | $2.36M | Buy |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.67M | Sell |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $945K | Buy |
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|
2021
Q2 | $902K | Sell |
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|
2021
Q1 | $898K | Buy |
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|
2020
Q4 | $845K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $772K | Buy |
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|
2020
Q1 | $627 | Sell |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $762K | Buy |
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|
2019
Q2 | $806K | Sell |
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|
2019
Q1 | $823K | Sell |
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|
2018
Q4 | $859K | Sell |
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|
2018
Q3 | $988K | Buy |
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|
2018
Q2 | $634K | Sell |
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|
2018
Q1 | $564K | Sell |
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|
2017
Q4 | $597K | Buy |
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|
2017
Q3 | $518K | Buy |
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|
2017
Q2 | $454K | Sell |
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|
2017
Q1 | $440K | Buy |
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|
2016
Q4 | $424K | Sell |
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|
2016
Q3 | $372K | Buy |
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|
2016
Q2 | $214K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $389K | Hold |
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|
2015
Q2 | $407K | Sell |
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|
2015
Q1 | $458K | Buy |
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|
2014
Q4 | $344K | Sell |
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|
2014
Q3 | $386K | Sell |
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|
2014
Q2 | $404K | Buy |
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|
2014
Q1 | $404K | Buy |
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