Weatherly Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $6.03M | Sell |
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|
2024
Q4 | $5.92M | Sell |
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|
2024
Q3 | $7.01M | Sell |
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|
2024
Q2 | $6.38M | Sell |
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|
2024
Q1 | $6.47M | Sell |
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|
2023
Q4 | $7.17M | Sell |
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|
2023
Q3 | $7.19M | Sell |
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|
2023
Q2 | $7.16M | Sell |
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|
2023
Q1 | $7.22M | Sell |
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|
2022
Q4 | $8.48M | Sell |
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|
2022
Q3 | $8.29M | Sell |
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|
2022
Q2 | $8.58M | Sell |
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|
2022
Q1 | $8.71M | Sell |
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|
2021
Q4 | $8.63M | Sell |
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|
2021
Q3 | $6.82M | Sell |
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|
2021
Q2 | $7.05M | Sell |
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|
2021
Q1 | $6.57M | Buy |
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|
2020
Q4 | $6.12M | Sell |
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|
2020
Q3 | $5.49M | Buy |
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|
2020
Q2 | $5.19M | Buy |
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|
2020
Q1 | $4.36M | Buy |
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|
2019
Q4 | $5.09M | Buy |
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|
2019
Q3 | $3.63M | Buy |
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|
2019
Q2 | $3.96M | Buy |
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|
2019
Q1 | $3.87M | Buy |
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|
2018
Q4 | $3.05M | Buy |
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|
2018
Q3 | $904K | Buy |
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|
2018
Q2 | $412K | Buy |
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|
2018
Q1 | $216K | Buy |
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