WAM
Weatherly Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,509
| Closed | -$6.03M | – | 184 |
|
|
2025
Q1 | $6.03M | Sell |
11,509
-198
| -2% | -$104K | 0.54% | 35 |
|
|
2024
Q4 | $5.92M | Sell |
11,707
-290
| -2% | -$147K | 0.53% | 39 |
|
|
2024
Q3 | $7.01M | Sell |
11,997
-530
| -4% | -$310K | 0.61% | 30 |
|
|
2024
Q2 | $6.38M | Sell |
12,527
-552
| -4% | -$281K | 0.58% | 31 |
|
|
2024
Q1 | $6.47M | Sell |
13,079
-546
| -4% | -$270K | 0.63% | 32 |
|
|
2023
Q4 | $7.17M | Sell |
13,625
-627
| -4% | -$330K | 0.77% | 27 |
|
|
2023
Q3 | $7.19M | Sell |
14,252
-655
| -4% | -$330K | 0.86% | 26 |
|
|
2023
Q2 | $7.16M | Sell |
14,907
-367
| -2% | -$176K | 0.84% | 28 |
|
|
2023
Q1 | $7.22M | Sell |
15,274
-714
| -4% | -$337K | 0.94% | 27 |
|
|
2022
Q4 | $8.48M | Sell |
15,988
-437
| -3% | -$232K | 1.16% | 21 |
|
|
2022
Q3 | $8.3M | Sell |
16,425
-278
| -2% | -$140K | 1.19% | 21 |
|
|
2022
Q2 | $8.58M | Sell |
16,703
-375
| -2% | -$193K | 1.19% | 21 |
|
|
2022
Q1 | $8.71M | Sell |
17,078
-105
| -0.6% | -$53.5K | 1.02% | 25 |
|
|
2021
Q4 | $8.63M | Sell |
17,183
-269
| -2% | -$135K | 0.96% | 25 |
|
|
2021
Q3 | $6.82M | Sell |
17,452
-160
| -0.9% | -$62.5K | 0.83% | 26 |
|
|
2021
Q2 | $7.05M | Sell |
17,612
-33
| -0.2% | -$13.2K | 0.89% | 24 |
|
|
2021
Q1 | $6.57M | Buy |
17,645
+190
| +1% | +$70.7K | 0.91% | 25 |
|
|
2020
Q4 | $6.12M | Sell |
17,455
-160
| -0.9% | -$56.1K | 0.88% | 26 |
|
|
2020
Q3 | $5.49M | Buy |
17,615
+6
| +0% | +$1.87K | 0.89% | 25 |
|
|
2020
Q2 | $5.19M | Buy |
17,609
+140
| +0.8% | +$41.3K | 0.92% | 24 |
|
|
2020
Q1 | $4.36M | Buy |
17,469
+155
| +0.9% | +$38.7K | 0.95% | 25 |
|
|
2019
Q4 | $5.09M | Buy |
17,314
+599
| +4% | +$176K | 0.97% | 26 |
|
|
2019
Q3 | $3.63M | Buy |
16,715
+486
| +3% | +$106K | 0.77% | 30 |
|
|
2019
Q2 | $3.96M | Buy |
16,229
+573
| +4% | +$140K | 0.79% | 30 |
|
|
2019
Q1 | $3.87M | Buy |
15,656
+3,410
| +28% | +$843K | 0.79% | 29 |
|
|
2018
Q4 | $3.05M | Buy |
12,246
+8,847
| +260% | +$2.2M | 0.72% | 30 |
|
|
2018
Q3 | $904K | Buy |
3,399
+1,720
| +102% | +$457K | 0.19% | 102 |
|
|
2018
Q2 | $412K | Buy |
1,679
+670
| +66% | +$164K | 0.1% | 140 |
|
|
2018
Q1 | $216K | Buy |
+1,009
| New | +$216K | 0.05% | 189 |
|