WP
Waycross Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
5,000
-28,795
| -85% | -$8.98M | 0.15% | 50 |
|
|
2025
Q1 | $17.7M | Buy |
33,795
+6,001
| +22% | +$3.14M | 1.98% | 24 |
|
|
2024
Q4 | $14.1M | Buy |
27,794
+658
| +2% | +$333K | 1.82% | 26 |
|
|
2024
Q3 | $15.9M | Buy |
27,136
+3,449
| +15% | +$2.02M | 2.19% | 22 |
|
|
2024
Q2 | $12.1M | Buy |
23,687
+19,687
| +492% | +$10M | 1.85% | 25 |
|
|
2024
Q1 | $1.98M | Hold |
4,000
| – | – | 0.34% | 46 |
|
|
2023
Q4 | $2.11M | Hold |
4,000
| – | – | 0.39% | 46 |
|
|
2023
Q3 | $2.02M | Hold |
4,000
| – | – | 0.45% | 40 |
|
|
2023
Q2 | $1.92M | Hold |
4,000
| – | – | 0.42% | 43 |
|
|
2023
Q1 | $1.89M | Hold |
4,000
| – | – | 0.55% | 43 |
|
|
2022
Q4 | $2.12M | Sell |
4,000
-500
| -11% | -$265K | 0.77% | 39 |
|
|
2022
Q3 | $2.27M | Hold |
4,500
| – | – | 1.53% | 23 |
|
|
2022
Q2 | $2.31M | Hold |
4,500
| – | – | 1.53% | 23 |
|
|
2022
Q1 | $2.3M | Hold |
4,500
| – | – | 1.34% | 30 |
|
|
2021
Q4 | $2.26M | Hold |
4,500
| – | – | 1.29% | 30 |
|
|
2021
Q3 | $1.76M | Hold |
4,500
| – | – | 1.11% | 37 |
|
|
2021
Q2 | $1.8M | Hold |
4,500
| – | – | 0.96% | 34 |
|
|
2021
Q1 | $1.67M | Buy |
+4,500
| New | +$1.67M | 0.93% | 35 |
|