Walker Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-654
| Closed | -$342K | – | 148 |
|
|
2025
Q1 | $342K | Buy |
654
+28
| +4% | +$14.7K | 0.21% | 79 |
|
|
2024
Q4 | $317K | Sell |
626
-192
| -23% | -$97.2K | 0.19% | 92 |
|
|
2024
Q3 | $478K | Buy |
818
+2
| +0.2% | +$1.17K | 0.3% | 56 |
|
|
2024
Q2 | $415K | Buy |
816
+3
| +0.4% | +$1.53K | 0.28% | 64 |
|
|
2024
Q1 | $402K | Sell |
813
-697
| -46% | -$345K | 0.27% | 67 |
|
|
2023
Q4 | $795K | Buy |
1,510
+4
| +0.3% | +$2.11K | 0.57% | 33 |
|
|
2023
Q3 | $759K | Buy |
1,506
+6
| +0.4% | +$3.02K | 0.68% | 31 |
|
|
2023
Q2 | $721K | Buy |
1,500
+5
| +0.3% | +$2.4K | 0.6% | 33 |
|
|
2023
Q1 | $706K | Buy |
1,495
+5
| +0.3% | +$2.36K | 0.61% | 34 |
|
|
2022
Q4 | $790K | Buy |
1,490
+36
| +2% | +$19.1K | 0.69% | 30 |
|
|
2022
Q3 | $734K | Buy |
1,454
+4
| +0.3% | +$2.02K | 0.66% | 30 |
|
|
2022
Q2 | $745K | Buy |
1,450
+4
| +0.3% | +$2.06K | 0.67% | 31 |
|
|
2022
Q1 | $737K | Buy |
1,446
+4
| +0.3% | +$2.04K | 0.59% | 33 |
|
|
2021
Q4 | $724K | Buy |
+1,442
| New | +$724K | 0.63% | 28 |
|