Wealthcare Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-537
| Closed | -$281K | – | 92 |
|
|
2025
Q1 | $281K | Buy |
537
+27
| +5% | +$14.1K | 0.03% | 74 |
|
|
2024
Q4 | $258K | Buy |
510
+11
| +2% | +$5.56K | 0.03% | 79 |
|
|
2024
Q3 | $292K | Buy |
499
+5
| +1% | +$2.92K | 0.03% | 71 |
|
|
2024
Q2 | $252K | Sell |
494
-91
| -16% | -$46.3K | 0.03% | 74 |
|
|
2024
Q1 | $289K | Sell |
585
-20
| -3% | -$9.89K | 0.03% | 71 |
|
|
2023
Q4 | $319K | Sell |
605
-47
| -7% | -$24.7K | 0.04% | 66 |
|
|
2023
Q3 | $329K | Buy |
652
+9
| +1% | +$4.54K | 0.04% | 57 |
|
|
2023
Q2 | $309K | Sell |
643
-8
| -1% | -$3.85K | 0.04% | 59 |
|
|
2023
Q1 | $308K | Sell |
651
-7
| -1% | -$3.31K | 0.04% | 57 |
|
|
2022
Q4 | $349K | Hold |
658
| – | – | 0.04% | 59 |
|
|
2022
Q3 | $332K | Hold |
658
| – | – | 0.04% | 55 |
|
|
2022
Q2 | $338K | Sell |
658
-194
| -23% | -$99.7K | 0.04% | 54 |
|
|
2022
Q1 | $434K | Buy |
852
+252
| +42% | +$128K | 0.04% | 57 |
|
|
2021
Q4 | $301K | Buy |
600
+4
| +0.7% | +$2.01K | 0.03% | 68 |
|
|
2021
Q3 | $233K | Buy |
596
+12
| +2% | +$4.69K | 0.02% | 73 |
|
|
2021
Q2 | $234K | Buy |
584
+25
| +4% | +$10K | 0.02% | 71 |
|
|
2021
Q1 | $208K | Buy |
+559
| New | +$208K | 0.02% | 67 |
|
|
2020
Q2 | – | Sell |
-117
| Closed | -$29K | – | 231 |
|
|
2020
Q1 | $29K | Sell |
117
-48
| -29% | -$11.9K | ﹤0.01% | 114 |
|
|
2019
Q4 | $49K | Buy |
165
+70
| +74% | +$20.8K | 0.01% | 110 |
|
|
2019
Q3 | $21K | Hold |
95
| – | – | ﹤0.01% | 135 |
|
|
2019
Q2 | $23K | Hold |
95
| – | – | ﹤0.01% | 127 |
|
|
2019
Q1 | $23K | Hold |
95
| – | – | ﹤0.01% | 132 |
|
|
2018
Q4 | $24K | Hold |
95
| – | – | ﹤0.01% | 121 |
|
|
2018
Q3 | $25K | Hold |
95
| – | – | ﹤0.01% | 126 |
|
|
2018
Q2 | $23K | Buy |
95
+45
| +90% | +$10.9K | ﹤0.01% | 121 |
|
|
2018
Q1 | $11K | Buy |
50
+36
| +257% | +$7.92K | ﹤0.01% | 142 |
|
|
2017
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 187 |
|
|
2015
Q3 | – | Sell |
-70
| Closed | -$9K | – | 380 |
|
|
2015
Q2 | $9K | Sell |
70
-264
| -79% | -$33.9K | ﹤0.01% | 220 |
|
|
2015
Q1 | $40K | Buy |
+334
| New | +$40K | ﹤0.01% | 292 |
|