Wambolt & 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 | $355K | Sell |
1,089
-6,093
| -85% | -$1.99M | 0.12% | 135 |
|
|
2025
Q1 | $3.76M | Sell |
7,182
-40
| -0.6% | -$20.9K | 1.28% | 21 |
|
|
2024
Q4 | $3.65M | Sell |
7,222
-1,235
| -15% | -$625K | 1.17% | 24 |
|
|
2024
Q3 | $4.93M | Buy |
8,457
+531
| +7% | +$310K | 1.35% | 18 |
|
|
2024
Q2 | $3.92M | Buy |
7,926
+318
| +4% | +$157K | 1.14% | 26 |
|
|
2024
Q1 | $3.73M | Buy |
7,608
+1,098
| +17% | +$538K | 1.11% | 23 |
|
|
2023
Q4 | $3.43M | Buy |
6,510
+428
| +7% | +$225K | 1.12% | 17 |
|
|
2023
Q3 | $3.13M | Buy |
6,082
+394
| +7% | +$203K | 1.14% | 14 |
|
|
2023
Q2 | $2.73M | Buy |
5,688
+327
| +6% | +$157K | 0.97% | 19 |
|
|
2023
Q1 | $2.65M | Buy |
5,361
+841
| +19% | +$416K | 0.94% | 22 |
|
|
2022
Q4 | $2.4M | Buy |
4,520
+409
| +10% | +$217K | 0.92% | 25 |
|
|
2022
Q3 | $2.08M | Buy |
4,111
+203
| +5% | +$103K | 0.88% | 27 |
|
|
2022
Q2 | $2.01M | Buy |
3,908
+415
| +12% | +$213K | 0.81% | 31 |
|
|
2022
Q1 | $1.79M | Buy |
3,493
+478
| +16% | +$245K | 0.65% | 49 |
|
|
2021
Q4 | $1.51M | Buy |
3,015
+387
| +15% | +$194K | 0.55% | 65 |
|
|
2021
Q3 | $1.03M | Buy |
2,628
+197
| +8% | +$77.3K | 0.41% | 87 |
|
|
2021
Q2 | $984K | Buy |
2,431
+189
| +8% | +$76.5K | 0.42% | 86 |
|
|
2021
Q1 | $823K | Buy |
2,242
+15
| +0.7% | +$5.51K | 0.43% | 88 |
|
|
2020
Q4 | $781K | Buy |
2,227
+52
| +2% | +$18.2K | 0.47% | 79 |
|
|
2020
Q3 | $678K | Buy |
2,175
+264
| +14% | +$82.3K | 0.51% | 69 |
|
|
2020
Q2 | $564K | Buy |
1,911
+172
| +10% | +$50.8K | 0.44% | 75 |
|
|
2020
Q1 | $434K | Buy |
1,739
+50
| +3% | +$12.5K | 0.45% | 74 |
|
|
2019
Q4 | $496K | Buy |
1,689
+81
| +5% | +$23.8K | 0.38% | 88 |
|
|
2019
Q3 | $350K | Buy |
1,608
+85
| +6% | +$18.5K | 0.29% | 114 |
|
|
2019
Q2 | $372K | Buy |
1,523
+198
| +15% | +$48.4K | 0.32% | 112 |
|
|
2019
Q1 | $330K | Buy |
1,325
+482
| +57% | +$120K | 0.3% | 112 |
|
|
2018
Q4 | $210K | Buy |
+843
| New | +$210K | 0.23% | 129 |
|