Wallace Capital 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 | $661K | Hold |
2,119
| – | – | 0.09% | 42 |
|
|
2025
Q1 | $1.11M | Hold |
2,119
| – | – | 0.14% | 39 |
|
|
2024
Q4 | $1.07M | Hold |
2,119
| – | – | 0.15% | 38 |
|
|
2024
Q3 | $1.24M | Buy |
2,119
+19
| +0.9% | +$11.1K | 0.17% | 37 |
|
|
2024
Q2 | $1.07M | Hold |
2,100
| – | – | 0.16% | 40 |
|
|
2024
Q1 | $1.04M | Hold |
2,100
| – | – | 0.14% | 41 |
|
|
2023
Q4 | $1.11M | Hold |
2,100
| – | – | 0.16% | 38 |
|
|
2023
Q3 | $1.06M | Sell |
2,100
-50
| -2% | -$25.2K | 0.16% | 39 |
|
|
2023
Q2 | $1.03M | Buy |
+2,150
| New | +$1.03M | 0.16% | 47 |
|