Waters Parkerson & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226K | Sell |
836
-528
| -39% | -$157K | 0.01% | 175 |
|
|
2025
Q4 | $450K | Buy |
1,364
+264
| +24% | +$89.5K | 0.02% | 141 |
|
|
2025
Q3 | $380K | Sell |
1,100
-600
| -35% | -$181K | 0.02% | 146 |
|
|
2025
Q2 | $530K | Buy |
1,700
+574
| +51% | +$219K | 0.03% | 130 |
|
|
2025
Q1 | $590K | Sell |
1,126
-100
| -8% | -$51.1K | 0.03% | 124 |
|
|
2024
Q4 | $620K | Buy |
1,226
+126
| +11% | +$71.6K | 0.03% | 122 |
|
|
2024
Q3 | $643K | Hold |
1,100
| – | – | 0.03% | 120 |
|
|
2024
Q2 | $560K | Sell |
1,100
-105
| -9% | -$51.5K | 0.03% | 115 |
|
|
2024
Q1 | $596K | Buy |
1,205
+86
| +8% | +$43.7K | 0.03% | 119 |
|
|
2023
Q4 | $589K | Buy |
1,119
+574
| +105% | +$306K | 0.03% | 116 |
|
|
2023
Q3 | $275K | Sell |
545
-237
| -30% | -$117K | 0.02% | 149 |
|
|
2023
Q2 | $376K | Sell |
782
-4
| -0.5% | -$1.96K | 0.02% | 135 |
|
|
2023
Q1 | $371K | Buy |
786
+4
| +0.5% | +$1.93K | 0.02% | 129 |
|
|
2022
Q4 | $415K | Hold |
782
| – | – | 0.03% | 126 |
|
|
2022
Q3 | $395K | Hold |
782
| – | – | 0.03% | 124 |
|
|
2022
Q2 | $402K | Sell |
782
-9
| -1% | -$4.52K | 0.03% | 122 |
|
|
2022
Q1 | $403K | Sell |
791
-40
| -5% | -$19.3K | 0.02% | 134 |
|
|
2021
Q4 | $417K | Buy |
831
+49
| +6% | +$22.2K | 0.02% | 137 |
|
|
2021
Q3 | $306K | Sell |
782
-25
| -3% | -$10.4K | 0.02% | 151 |
|
|
2021
Q2 | $323K | Buy |
807
+25
| +3% | +$9.97K | 0.02% | 145 |
|
|
2021
Q1 | $291K | Sell |
782
-25
| -3% | -$8.66K | 0.02% | 150 |
|
|
2020
Q4 | $283K | Buy |
+807
| New | +$271K | 0.02% | 147 |
|
Other funds holding UNH
VCM
VPM
