Waldron Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
944
-215
| -19% | -$67.1K | 0.01% | 253 |
|
|
2025
Q1 | $607K | Sell |
1,159
-10,886
| -90% | -$5.7M | 0.03% | 167 |
|
|
2024
Q4 | $6.09M | Buy |
12,045
+160
| +1% | +$80.9K | 0.25% | 56 |
|
|
2024
Q3 | $6.95M | Buy |
11,885
+269
| +2% | +$157K | 0.29% | 49 |
|
|
2024
Q2 | $5.92M | Buy |
11,616
+16
| +0.1% | +$8.15K | 0.26% | 53 |
|
|
2024
Q1 | $5.74M | Sell |
11,600
-953
| -8% | -$471K | 0.26% | 54 |
|
|
2023
Q4 | $6.61M | Buy |
12,553
+841
| +7% | +$443K | 0.31% | 45 |
|
|
2023
Q3 | $5.91M | Buy |
11,712
+631
| +6% | +$318K | 0.31% | 50 |
|
|
2023
Q2 | $5.33M | Sell |
11,081
-1,870
| -14% | -$899K | 0.27% | 49 |
|
|
2023
Q1 | $6.12M | Buy |
12,951
+321
| +3% | +$152K | 0.3% | 48 |
|
|
2022
Q4 | $6.38M | Hold |
12,630
| – | – | 0.4% | 45 |
|
|
2022
Q3 | $6.38M | Buy |
12,630
+189
| +2% | +$95.4K | 0.4% | 45 |
|
|
2022
Q2 | $6.39M | Buy |
12,441
+2,004
| +19% | +$1.03M | 0.36% | 49 |
|
|
2022
Q1 | $5.32M | Sell |
10,437
-166
| -2% | -$84.6K | 0.27% | 57 |
|
|
2021
Q4 | $5.32M | Sell |
10,603
-7
| -0.1% | -$3.52K | 0.26% | 58 |
|
|
2021
Q3 | $4.15M | Buy |
10,610
+1,398
| +15% | +$546K | 0.24% | 62 |
|
|
2021
Q2 | $3.69M | Sell |
9,212
-79
| -0.9% | -$31.6K | 0.24% | 63 |
|
|
2021
Q1 | $3.46M | Buy |
9,291
+318
| +4% | +$118K | 0.24% | 63 |
|
|
2020
Q4 | $3.15M | Sell |
8,973
-88
| -1% | -$30.9K | 0.23% | 62 |
|
|
2020
Q3 | $2.82M | Buy |
9,061
+398
| +5% | +$124K | 0.24% | 59 |
|
|
2020
Q2 | $2.56M | Sell |
8,663
-65
| -0.7% | -$19.2K | 0.23% | 62 |
|
|
2020
Q1 | $2.18M | Sell |
8,728
-50
| -0.6% | -$12.5K | 0.23% | 69 |
|
|
2019
Q4 | $2.58M | Buy |
8,778
+1,186
| +16% | +$349K | 0.23% | 62 |
|
|
2019
Q3 | $1.65M | Buy |
7,592
+3,795
| +100% | +$824K | 0.17% | 77 |
|
|
2019
Q2 | $926K | Sell |
3,797
-362
| -9% | -$88.3K | 0.1% | 92 |
|
|
2019
Q1 | $1.03M | Sell |
4,159
-369
| -8% | -$91.2K | 0.12% | 87 |
|
|
2018
Q4 | $1.13M | Buy |
4,528
+1,262
| +39% | +$314K | 0.16% | 64 |
|
|
2018
Q3 | $868K | Buy |
3,266
+75
| +2% | +$19.9K | 0.17% | 65 |
|
|
2018
Q2 | $782K | Hold |
3,191
| – | – | 0.17% | 60 |
|
|
2018
Q1 | $682K | Sell |
3,191
-26
| -0.8% | -$5.56K | 0.15% | 67 |
|
|
2017
Q4 | $709K | Buy |
3,217
+128
| +4% | +$28.2K | 0.17% | 59 |
|
|
2017
Q3 | $604K | Buy |
3,089
+881
| +40% | +$172K | 0.17% | 61 |
|
|
2017
Q2 | $409K | Sell |
2,208
-3,557
| -62% | -$659K | 0.13% | 69 |
|
|
2017
Q1 | $944K | Buy |
5,765
+3,487
| +153% | +$571K | 0.24% | 60 |
|
|
2016
Q4 | $364K | Buy |
2,278
+804
| +55% | +$128K | 0.13% | 74 |
|
|
2016
Q3 | $206K | Sell |
1,474
-355
| -19% | -$49.6K | 0.07% | 135 |
|
|
2016
Q2 | $258K | Buy |
+1,829
| New | +$258K | 0.09% | 120 |
|
|
2015
Q4 | – | Sell |
-3,009
| Closed | -$349K | – | 176 |
|
|
2015
Q3 | $349K | Buy |
3,009
+459
| +18% | +$53.2K | 0.15% | 69 |
|
|
2015
Q2 | $311K | Buy |
2,550
+298
| +13% | +$36.3K | 0.12% | 70 |
|
|
2015
Q1 | $266K | Buy |
2,252
+133
| +6% | +$15.7K | 0.11% | 81 |
|
|
2014
Q4 | $214K | Buy |
+2,119
| New | +$214K | 0.09% | 115 |
|