Waddell & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
1,671
+664
| +66% | +$207K | 0.06% | 106 |
|
|
2025
Q1 | $528K | Sell |
1,007
-1
| -0.1% | -$524 | 0.06% | 79 |
|
|
2024
Q4 | $510K | Buy |
1,008
+3
| +0.3% | +$1.52K | 0.05% | 80 |
|
|
2024
Q3 | $588K | Hold |
1,005
| – | – | 0.07% | 71 |
|
|
2024
Q2 | $512K | Buy |
1,005
+50
| +5% | +$25.5K | 0.07% | 73 |
|
|
2024
Q1 | $473K | Sell |
955
-680
| -42% | -$337K | 0.06% | 75 |
|
|
2023
Q4 | $861K | Buy |
1,635
+39
| +2% | +$20.5K | 0.12% | 53 |
|
|
2023
Q3 | $805K | Hold |
1,596
| – | – | 0.12% | 59 |
|
|
2023
Q2 | $767K | Buy |
1,596
+13
| +0.8% | +$6.25K | 0.11% | 58 |
|
|
2023
Q1 | $748K | Sell |
1,583
-34
| -2% | -$16.1K | 0.12% | 57 |
|
|
2022
Q4 | $858K | Buy |
1,617
+572
| +55% | +$303K | 0.14% | 50 |
|
|
2022
Q3 | $528K | Sell |
1,045
-7
| -0.7% | -$3.54K | 0.1% | 64 |
|
|
2022
Q2 | $541K | Buy |
1,052
+70
| +7% | +$36K | 0.11% | 65 |
|
|
2022
Q1 | $501K | Hold |
982
| – | – | 0.08% | 65 |
|
|
2021
Q4 | $493K | Hold |
982
| – | – | 0.08% | 68 |
|
|
2021
Q3 | $384K | Hold |
982
| – | – | 0.07% | 76 |
|
|
2021
Q2 | $393 | Buy |
+982
| New | +$393 | 0.06% | 76 |
|