Wealth Enhancement Advisory Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129M | Sell |
418,007
-93,662
| -18% | -$28.9M | 0.21% | 88 |
|
|
2025
Q1 | $268M | Sell |
511,669
-73,642
| -13% | -$38.6M | 0.51% | 34 |
|
|
2024
Q4 | $296M | Buy |
585,311
+202,295
| +53% | +$102M | 0.57% | 29 |
|
|
2024
Q3 | $224M | Sell |
383,016
-22,981
| -6% | -$13.4M | 0.48% | 33 |
|
|
2024
Q2 | $207M | Buy |
405,997
+1,344
| +0.3% | +$684K | 0.49% | 34 |
|
|
2024
Q1 | $200M | Buy |
404,653
+18,316
| +5% | +$9.06M | 0.52% | 31 |
|
|
2023
Q4 | $203M | Buy |
386,337
+24,450
| +7% | +$12.9M | 0.59% | 28 |
|
|
2023
Q3 | $182M | Buy |
361,887
+302,278
| +507% | +$152M | 0.6% | 26 |
|
|
2023
Q2 | $28.7M | Sell |
59,609
-35
| -0.1% | -$16.8K | 0.31% | 43 |
|
|
2023
Q1 | $28.2M | Buy |
59,644
+34,337
| +136% | +$16.2M | 0.33% | 44 |
|
|
2022
Q4 | $12.3M | Buy |
25,307
+24,638
| +3,683% | +$12M | 0.16% | 78 |
|
|
2022
Q3 | $338K | Sell |
669
-17
| -2% | -$8.59K | ﹤0.01% | 292 |
|
|
2022
Q2 | $356K | Sell |
686
-1,009
| -60% | -$524K | 0.01% | 297 |
|
|
2022
Q1 | $864K | Sell |
1,695
-453
| -21% | -$231K | 0.01% | 246 |
|
|
2021
Q4 | $1.01M | Buy |
2,148
+201
| +10% | +$94.2K | 0.01% | 218 |
|
|
2021
Q3 | $885K | Sell |
1,947
-3,426
| -64% | -$1.56M | 0.01% | 225 |
|
|
2021
Q2 | $2.26M | Sell |
5,373
-1,474
| -22% | -$619K | 0.04% | 140 |
|
|
2021
Q1 | $2.5M | Sell |
6,847
-824
| -11% | -$300K | 0.05% | 134 |
|
|
2020
Q4 | $2.7M | Sell |
7,671
-4,453
| -37% | -$1.56M | 0.06% | 104 |
|
|
2020
Q3 | $4M | Buy |
12,124
+1,216
| +11% | +$401K | 0.1% | 70 |
|
|
2020
Q2 | $3.35M | Buy |
10,908
+8,987
| +468% | +$2.76M | 0.1% | 82 |
|
|
2020
Q1 | $554K | Sell |
1,921
-6,862
| -78% | -$1.98M | 0.02% | 183 |
|
|
2019
Q4 | $2.58M | Sell |
8,783
-443
| -5% | -$130K | 0.09% | 94 |
|
|
2019
Q3 | $2.05M | Buy |
+9,226
| New | +$2.05M | 0.08% | 99 |
|
|
2019
Q2 | – | Sell |
-4,029
| Closed | -$929K | – | 242 |
|
|
2019
Q1 | $929K | Buy |
+4,029
| New | +$929K | 0.05% | 145 |
|
|
2018
Q3 | – | Sell |
-4,702
| Closed | -$1.2M | – | 197 |
|
|
2018
Q2 | $1.2M | Buy |
+4,702
| New | +$1.2M | 0.07% | 102 |
|
|
2018
Q1 | – | Sell |
-4,299
| Closed | -$983K | – | 182 |
|
|
2017
Q4 | $983K | Sell |
4,299
-37
| -0.9% | -$8.46K | 0.07% | 113 |
|
|
2017
Q3 | $859K | Buy |
+4,336
| New | +$859K | 0.07% | 127 |
|
|
2017
Q2 | – | Sell |
-13,492
| Closed | -$2.23M | – | 189 |
|
|
2017
Q1 | $2.23M | Buy |
+13,492
| New | +$2.23M | 0.24% | 54 |
|