Waddell & Associates’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 | $678K | Buy |
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|
2025
Q2 | $521K | Buy |
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|
2025
Q1 | $528K | Sell |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $588K | Hold |
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|
2024
Q2 | $512K | Buy |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $861K | Buy |
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|
2023
Q3 | $805K | Hold |
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|
2023
Q2 | $767K | Buy |
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|
2023
Q1 | $748K | Sell |
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|
2022
Q4 | $858K | Buy |
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|
2022
Q3 | $528K | Sell |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $501K | Hold |
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|
2021
Q4 | $493K | Hold |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $393 | Buy |
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