Wealthcare Advisory Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
8,535
+3,320
| +64% | +$1.04M | 0.06% | 267 |
|
|
2025
Q1 | $2.73M | Buy |
5,215
+82
| +2% | +$42.9K | 0.07% | 232 |
|
|
2024
Q4 | $2.6M | Sell |
5,133
-223
| -4% | -$113K | 0.07% | 225 |
|
|
2024
Q3 | $3.13M | Sell |
5,356
-491
| -8% | -$287K | 0.09% | 195 |
|
|
2024
Q2 | $2.98M | Buy |
5,847
+335
| +6% | +$171K | 0.09% | 175 |
|
|
2024
Q1 | $2.73M | Buy |
5,512
+326
| +6% | +$161K | 0.09% | 187 |
|
|
2023
Q4 | $2.73M | Buy |
5,186
+1,942
| +60% | +$1.02M | 0.11% | 155 |
|
|
2023
Q3 | $1.64M | Buy |
3,244
+55
| +2% | +$27.7K | 0.08% | 201 |
|
|
2023
Q2 | $1.53M | Sell |
3,189
-136
| -4% | -$65.4K | 0.07% | 217 |
|
|
2023
Q1 | $1.57M | Sell |
3,325
-614
| -16% | -$290K | 0.07% | 217 |
|
|
2022
Q4 | $2.09M | Buy |
3,939
+445
| +13% | +$236K | 0.1% | 154 |
|
|
2022
Q3 | $1.77M | Buy |
3,494
+1,018
| +41% | +$514K | 0.1% | 153 |
|
|
2022
Q2 | $1.27M | Buy |
2,476
+354
| +17% | +$182K | 0.08% | 174 |
|
|
2022
Q1 | $1.08M | Buy |
2,122
+136
| +7% | +$69.3K | 0.07% | 182 |
|
|
2021
Q4 | $997K | Buy |
1,986
+323
| +19% | +$162K | 0.06% | 195 |
|
|
2021
Q3 | $650K | Buy |
1,663
+212
| +15% | +$82.9K | 0.04% | 267 |
|
|
2021
Q2 | $581K | Sell |
1,451
-150
| -9% | -$60.1K | 0.04% | 291 |
|
|
2021
Q1 | $596K | Buy |
1,601
+602
| +60% | +$224K | 0.04% | 256 |
|
|
2020
Q4 | $350K | Buy |
999
+134
| +15% | +$46.9K | 0.03% | 299 |
|
|
2020
Q3 | $270K | Buy |
865
+1
| +0.1% | +$312 | 0.03% | 286 |
|
|
2020
Q2 | $255K | Buy |
864
+186
| +27% | +$54.9K | 0.03% | 265 |
|
|
2020
Q1 | $169K | Sell |
678
-245
| -27% | -$61.1K | 0.02% | 288 |
|
|
2019
Q4 | $271K | Buy |
923
+46
| +5% | +$13.5K | 0.03% | 252 |
|
|
2019
Q3 | $191K | Sell |
877
-99
| -10% | -$21.6K | 0.03% | 282 |
|
|
2019
Q2 | $238K | Buy |
976
+194
| +25% | +$47.3K | 0.04% | 246 |
|
|
2019
Q1 | $193K | Sell |
782
-120
| -13% | -$29.6K | 0.03% | 245 |
|
|
2018
Q4 | $225K | Buy |
902
+1
| +0.1% | +$249 | 0.04% | 199 |
|
|
2018
Q3 | $240K | Hold |
901
| – | – | 0.04% | 198 |
|
|
2018
Q2 | $221K | Buy |
901
+93
| +12% | +$22.8K | 0.04% | 200 |
|
|
2018
Q1 | $173K | Sell |
808
-105
| -12% | -$22.5K | 0.04% | 209 |
|
|
2017
Q4 | $201K | Buy |
913
+87
| +11% | +$19.2K | 0.05% | 179 |
|
|
2017
Q3 | $162K | Buy |
826
+679
| +462% | +$133K | 0.05% | 162 |
|
|
2017
Q2 | $27K | Hold |
147
| – | – | 0.01% | 58 |
|
|
2017
Q1 | $24K | Hold |
147
| – | – | 0.01% | 60 |
|
|
2016
Q4 | $24K | Hold |
147
| – | – | 0.01% | 62 |
|
|
2016
Q3 | $21K | Hold |
147
| – | – | 0.01% | 53 |
|
|
2016
Q2 | $21K | Buy |
+147
| New | +$21K | 0.01% | 67 |
|