Washburn 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 | – | Sell |
-955
| Closed | -$500K | – | 58 |
|
|
2025
Q1 | $500K | Sell |
955
-25
| -3% | -$13.1K | 0.33% | 31 |
|
|
2024
Q4 | $496K | Sell |
980
-2
| -0.2% | -$1.01K | 0.31% | 31 |
|
|
2024
Q3 | $574K | Sell |
982
-92
| -9% | -$53.8K | 0.41% | 24 |
|
|
2024
Q2 | $547K | Sell |
1,074
-2,264
| -68% | -$1.15M | 0.39% | 28 |
|
|
2024
Q1 | $1.65M | Sell |
3,338
-534
| -14% | -$264K | 1.22% | 14 |
|
|
2023
Q4 | $2.04M | Buy |
3,872
+500
| +15% | +$263K | 1.53% | 10 |
|
|
2023
Q3 | $1.7M | Buy |
3,372
+9
| +0.3% | +$4.54K | 1.44% | 12 |
|
|
2023
Q2 | $1.62M | Sell |
3,363
-122
| -4% | -$58.6K | 1.35% | 13 |
|
|
2023
Q1 | $1.65M | Sell |
3,485
-550
| -14% | -$260K | 1.42% | 14 |
|
|
2022
Q4 | $2.14M | Buy |
4,035
+293
| +8% | +$155K | 1.95% | 12 |
|
|
2022
Q3 | $1.89M | Sell |
3,742
-179
| -5% | -$90.4K | 1.81% | 11 |
|
|
2022
Q2 | $2.01M | Sell |
3,921
-175
| -4% | -$89.9K | 1.74% | 12 |
|
|
2022
Q1 | $2.09M | Sell |
4,096
-371
| -8% | -$189K | 1.37% | 15 |
|
|
2021
Q4 | $2.24M | Buy |
4,467
+144
| +3% | +$72.3K | 1.33% | 18 |
|
|
2021
Q3 | $1.69M | Buy |
4,323
+220
| +5% | +$86K | 1.1% | 20 |
|
|
2021
Q2 | $1.64M | Sell |
4,103
-155
| -4% | -$62.1K | 1.1% | 19 |
|
|
2021
Q1 | $1.58M | Buy |
4,258
+83
| +2% | +$30.9K | 1.08% | 21 |
|
|
2020
Q4 | $1.46M | Buy |
4,175
+250
| +6% | +$87.7K | 1.02% | 22 |
|
|
2020
Q3 | $1.22M | Buy |
3,925
+607
| +18% | +$189K | 0.97% | 23 |
|
|
2020
Q2 | $979K | Buy |
3,318
+213
| +7% | +$62.8K | 0.9% | 27 |
|
|
2020
Q1 | $774K | Buy |
3,105
+15
| +0.5% | +$3.74K | 1.06% | 19 |
|
|
2019
Q4 | $908K | Buy |
+3,090
| New | +$908K | 0.82% | 17 |
|