WA
Waverly Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Sell |
28,042
-22,201
| -44% | -$6.93M | 0.1% | 212 |
|
|
2025
Q1 | $26.3M | Buy |
50,243
+29,721
| +145% | +$15.6M | 0.32% | 72 |
|
|
2024
Q4 | $10.4M | Buy |
20,522
+8,433
| +70% | +$4.27M | 0.16% | 138 |
|
|
2024
Q3 | $7.07M | Sell |
12,089
-464
| -4% | -$271K | 0.13% | 154 |
|
|
2024
Q2 | $6.39M | Buy |
12,553
+1,360
| +12% | +$693K | 0.13% | 155 |
|
|
2024
Q1 | $5.54M | Buy |
11,193
+1,483
| +15% | +$734K | 0.13% | 131 |
|
|
2023
Q4 | $5.11M | Buy |
9,710
+4,622
| +91% | +$2.43M | 0.19% | 81 |
|
|
2023
Q3 | $2.57M | Buy |
5,088
+407
| +9% | +$205K | 0.11% | 118 |
|
|
2023
Q2 | $2.25M | Buy |
4,681
+121
| +3% | +$58.2K | 0.1% | 123 |
|
|
2023
Q1 | $2.15M | Buy |
4,560
+70
| +2% | +$33.1K | 0.11% | 98 |
|
|
2022
Q4 | $2.38M | Sell |
4,490
-139
| -3% | -$73.7K | 0.13% | 85 |
|
|
2022
Q3 | $2.34M | Buy |
4,629
+113
| +3% | +$57.1K | 0.16% | 67 |
|
|
2022
Q2 | $2.32M | Buy |
4,516
+402
| +10% | +$206K | 0.21% | 49 |
|
|
2022
Q1 | $2.1M | Sell |
4,114
-3
| -0.1% | -$1.53K | 0.18% | 50 |
|
|
2021
Q4 | $1.97M | Buy |
4,117
+137
| +3% | +$65.5K | 0.17% | 53 |
|
|
2021
Q3 | $1.82M | Buy |
3,980
+106
| +3% | +$48.5K | 0.16% | 55 |
|
|
2021
Q2 | $1.59M | Sell |
3,874
-11
| -0.3% | -$4.51K | 0.15% | 53 |
|
|
2021
Q1 | $1.59M | Buy |
3,885
+233
| +6% | +$95.2K | 0.16% | 53 |
|
|
2020
Q4 | $1.22M | Sell |
3,652
-204
| -5% | -$67.9K | 0.13% | 59 |
|
|
2020
Q3 | $1.18M | Sell |
3,856
-62
| -2% | -$18.9K | 0.16% | 57 |
|
|
2020
Q2 | $1.26M | Buy |
3,918
+53
| +1% | +$17K | 0.16% | 55 |
|
|
2020
Q1 | $964K | Buy |
3,865
+370
| +11% | +$92.3K | 0.16% | 55 |
|
|
2019
Q4 | $1.02M | Sell |
3,495
-23
| -0.7% | -$6.73K | 0.13% | 61 |
|
|
2019
Q3 | $765K | Sell |
3,518
-94
| -3% | -$20.4K | 0.11% | 66 |
|
|
2019
Q2 | $881K | Buy |
3,612
+65
| +2% | +$15.9K | 0.13% | 59 |
|
|
2019
Q1 | $877K | Buy |
3,547
+84
| +2% | +$20.8K | 0.14% | 57 |
|
|
2018
Q4 | $863K | Sell |
3,463
-2,701
| -44% | -$673K | 0.15% | 56 |
|
|
2018
Q3 | $1.64M | Hold |
6,164
| – | – | 0.24% | 51 |
|
|
2018
Q2 | $1.51M | Buy |
6,164
+301
| +5% | +$73.8K | 0.24% | 54 |
|
|
2018
Q1 | $1.26M | Sell |
5,863
-1,927
| -25% | -$412K | 0.2% | 62 |
|
|
2017
Q4 | $1.72M | Buy |
7,790
+3,316
| +74% | +$731K | 0.24% | 61 |
|
|
2017
Q3 | $876K | Sell |
4,474
-117
| -3% | -$22.9K | 0.19% | 95 |
|
|
2017
Q2 | $851K | Buy |
4,591
+92
| +2% | +$17.1K | 0.21% | 86 |
|
|
2017
Q1 | $738K | Buy |
4,499
+2,607
| +138% | +$428K | 0.19% | 97 |
|
|
2016
Q4 | $303K | Buy |
+1,892
| New | +$303K | 0.11% | 80 |
|
|
2016
Q1 | – | Sell |
-3,800
| Closed | -$447K | – | 123 |
|
|
2015
Q4 | $447K | Buy |
3,800
+3,506
| +1,193% | +$412K | 0.19% | 58 |
|
|
2015
Q3 | $34K | Buy |
+294
| New | +$34K | 0.02% | 187 |
|
|
2014
Q4 | – | Sell |
-378
| Closed | -$33K | – | 669 |
|
|
2014
Q3 | $33K | Hold |
378
| – | – | 0.02% | 275 |
|
|
2014
Q2 | $31K | Hold |
378
| – | – | 0.01% | 284 |
|
|
2014
Q1 | $31K | Sell |
378
-3,000
| -89% | -$246K | 0.01% | 265 |
|
|
2013
Q4 | $254K | Buy |
3,378
+378
| +13% | +$28.4K | 0.09% | 127 |
|
|
2013
Q3 | $215K | Buy |
+3,000
| New | +$215K | 0.11% | 96 |
|