WI
WBI Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Buy |
2,709
+2,105
| +349% | +$657K | 0.22% | 138 |
|
|
2025
Q1 | $316K | Buy |
+604
| New | +$316K | 0.08% | 174 |
|
|
2024
Q1 | – | Sell |
-3,828
| Closed | -$2.02M | – | 253 |
|
|
2023
Q4 | $2.02M | Buy |
+3,828
| New | +$2.02M | 0.4% | 66 |
|
|
2023
Q1 | – | Sell |
-14,340
| Closed | -$7.6M | – | 235 |
|
|
2022
Q4 | $7.6M | Buy |
+14,340
| New | +$7.6M | 1.63% | 12 |
|
|
2022
Q3 | – | Sell |
-15,187
| Closed | -$7.65M | – | 142 |
|
|
2022
Q2 | $7.65M | Buy |
15,187
+4,589
| +43% | +$2.31M | 1.65% | 16 |
|
|
2022
Q1 | $5.31M | Buy |
+10,598
| New | +$5.31M | 0.86% | 32 |
|
|
2021
Q4 | – | Sell |
-1,429
| Closed | -$518K | – | 237 |
|
|
2021
Q3 | $518K | Sell |
1,429
-23
| -2% | -$8.34K | 0.09% | 131 |
|
|
2021
Q2 | $581K | Buy |
+1,452
| New | +$581K | 0.09% | 121 |
|
|
2020
Q1 | – | Sell |
-25,999
| Closed | -$7.64M | – | 198 |
|
|
2019
Q4 | $7.64M | Buy |
+25,999
| New | +$7.64M | 0.82% | 24 |
|
|
2019
Q3 | – | Sell |
-18,369
| Closed | -$4.48M | – | 280 |
|
|
2019
Q2 | $4.48M | Buy |
+18,369
| New | +$4.48M | 0.39% | 56 |
|
|
2018
Q4 | – | Sell |
-27,224
| Closed | -$7.24M | – | 226 |
|
|
2018
Q3 | $7.24M | Sell |
27,224
-8,263
| -23% | -$2.2M | 0.39% | 50 |
|
|
2018
Q2 | $8.71M | Buy |
+35,487
| New | +$8.71M | 0.46% | 52 |
|
|
2018
Q1 | – | Sell |
-18,280
| Closed | -$4.03M | – | 328 |
|
|
2017
Q4 | $4.03M | Buy |
18,280
+1,263
| +7% | +$278K | 0.19% | 96 |
|
|
2017
Q3 | $3.33M | Sell |
17,017
-5,976
| -26% | -$1.17M | 0.15% | 96 |
|
|
2017
Q2 | $4.26M | Buy |
22,993
+6,323
| +38% | +$1.17M | 0.19% | 98 |
|
|
2017
Q1 | $2.73M | Sell |
16,670
-19,142
| -53% | -$3.14M | 0.12% | 127 |
|
|
2016
Q4 | $5.73M | Sell |
35,812
-20,637
| -37% | -$3.3M | 0.25% | 73 |
|
|
2016
Q3 | $7.9M | Buy |
56,449
+29
| +0.1% | +$4.06K | 0.3% | 67 |
|
|
2016
Q2 | $7.97M | Buy |
56,420
+26,269
| +87% | +$3.71M | 0.28% | 73 |
|
|
2016
Q1 | $3.89M | Sell |
30,151
-84,998
| -74% | -$11M | 0.15% | 71 |
|
|
2015
Q4 | $13.5M | Buy |
115,149
+99,432
| +633% | +$11.7M | 0.39% | 54 |
|
|
2015
Q3 | $1.82M | Sell |
15,717
-46,207
| -75% | -$5.36M | 0.06% | 104 |
|
|
2015
Q2 | $7.56M | Buy |
+61,924
| New | +$7.56M | 0.19% | 101 |
|