Wealthfront Advisers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
62,646
-18,862
| -23% | -$5.88M | 0.05% | 120 |
|
|
2025
Q1 | $42.7M | Buy |
81,508
+4,239
| +5% | +$2.22M | 0.11% | 61 |
|
|
2024
Q4 | $39.1M | Buy |
77,269
+6,941
| +10% | +$3.51M | 0.11% | 63 |
|
|
2024
Q3 | $41.1M | Buy |
70,328
+7,386
| +12% | +$4.32M | 0.13% | 58 |
|
|
2024
Q2 | $32.1M | Sell |
62,942
-6,012
| -9% | -$3.06M | 0.11% | 61 |
|
|
2024
Q1 | $34.1M | Sell |
68,954
-7,493
| -10% | -$3.71M | 0.12% | 58 |
|
|
2023
Q4 | $40.2M | Buy |
76,447
+9,587
| +14% | +$5.05M | 0.15% | 47 |
|
|
2023
Q3 | $33.7M | Sell |
66,860
-2,270
| -3% | -$1.14M | 0.15% | 52 |
|
|
2023
Q2 | $33.2M | Sell |
69,130
-3,749
| -5% | -$1.8M | 0.14% | 51 |
|
|
2023
Q1 | $34.4M | Sell |
72,879
-19,211
| -21% | -$9.08M | 0.16% | 41 |
|
|
2022
Q4 | $48.8M | Sell |
92,090
-4,889
| -5% | -$2.59M | 0.24% | 26 |
|
|
2022
Q3 | $49M | Buy |
96,979
+13,000
| +15% | +$6.57M | 0.26% | 27 |
|
|
2022
Q2 | $43.1M | Sell |
83,979
-599
| -0.7% | -$308K | 0.22% | 29 |
|
|
2022
Q1 | $43.1M | Buy |
84,578
+12,315
| +17% | +$6.28M | 0.19% | 29 |
|
|
2021
Q4 | $36.3M | Buy |
72,263
+4,768
| +7% | +$2.39M | 0.15% | 31 |
|
|
2021
Q3 | $26.4M | Buy |
67,495
+3,033
| +5% | +$1.19M | 0.12% | 33 |
|
|
2021
Q2 | $25.8M | Buy |
64,462
+999
| +2% | +$400K | 0.12% | 31 |
|
|
2021
Q1 | $23.6M | Buy |
63,463
+3,161
| +5% | +$1.18M | 0.13% | 30 |
|
|
2020
Q4 | $21.1M | Buy |
60,302
+2,542
| +4% | +$891K | 0.13% | 30 |
|
|
2020
Q3 | $18M | Sell |
57,760
-708
| -1% | -$221K | 0.13% | 33 |
|
|
2020
Q2 | $17.2M | Buy |
58,468
+3,334
| +6% | +$983K | 0.13% | 31 |
|
|
2020
Q1 | $13.7M | Buy |
55,134
+6,808
| +14% | +$1.7M | 0.12% | 34 |
|
|
2019
Q4 | $14.2M | Buy |
48,326
+10,647
| +28% | +$3.13M | 0.11% | 35 |
|
|
2019
Q3 | $8.19M | Sell |
37,679
-6,325
| -14% | -$1.37M | 0.07% | 52 |
|
|
2019
Q2 | $10.7M | Sell |
44,004
-2,228
| -5% | -$544K | 0.09% | 39 |
|
|
2019
Q1 | $11.4M | Sell |
46,232
-5,584
| -11% | -$1.38M | 0.11% | 37 |
|
|
2018
Q4 | $12.9M | Buy |
+51,816
| New | +$12.9M | 0.14% | 31 |
|