Waverly Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Sell |
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|
2025
Q1 | $26.3M | Buy |
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|
2024
Q4 | $10.4M | Buy |
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|
2024
Q3 | $7.07M | Sell |
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|
2024
Q2 | $6.39M | Buy |
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|
2024
Q1 | $5.54M | Buy |
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|
2023
Q4 | $5.11M | Buy |
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|
2023
Q3 | $2.57M | Buy |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $2.32M | Buy |
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $964K | Buy |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $765K | Sell |
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|
2019
Q2 | $881K | Buy |
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|
2019
Q1 | $877K | Buy |
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|
2018
Q4 | $863K | Sell |
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|
2018
Q3 | $1.64M | Hold |
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|
2018
Q2 | $1.51M | Buy |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.72M | Buy |
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|
2017
Q3 | $876K | Sell |
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|
2017
Q2 | $851K | Buy |
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|
2017
Q1 | $738K | Buy |
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|
2016
Q4 | $303K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $447K | Buy |
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|
2015
Q3 | $34K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $33K | Hold |
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|
2014
Q2 | $31K | Hold |
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|
2014
Q1 | $31K | Sell |
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|
2013
Q4 | $254K | Buy |
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|
2013
Q3 | $215K | Buy |
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