WS
Wedbush Securities’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
27,864
+9,570
| +52% | +$2.99M | 0.3% | 45 |
|
|
2025
Q1 | $9.58M | Sell |
18,294
-7,078
| -28% | -$3.71M | 0.35% | 41 |
|
|
2024
Q4 | $12.8M | Buy |
25,372
+5,625
| +28% | +$2.85M | 0.46% | 31 |
|
|
2024
Q3 | $11.5M | Sell |
19,747
-5,032
| -20% | -$2.94M | 0.43% | 29 |
|
|
2024
Q2 | $12.6M | Sell |
24,779
-1,959
| -7% | -$998K | 0.45% | 26 |
|
|
2024
Q1 | $13.2M | Buy |
26,738
+1,353
| +5% | +$669K | 0.49% | 23 |
|
|
2023
Q4 | $13.4M | Buy |
25,385
+14
| +0.1% | +$7.37K | 0.59% | 21 |
|
|
2023
Q3 | $12.8M | Buy |
25,371
+212
| +0.8% | +$107K | 0.64% | 20 |
|
|
2023
Q2 | $12.1M | Sell |
25,159
-3,351
| -12% | -$1.61M | 0.58% | 21 |
|
|
2023
Q1 | $13.5M | Buy |
28,510
+520
| +2% | +$246K | 0.67% | 18 |
|
|
2022
Q4 | $14.8M | Buy |
27,990
+1,083
| +4% | +$574K | 0.82% | 16 |
|
|
2022
Q3 | $13.6M | Buy |
26,907
+1,261
| +5% | +$637K | 0.76% | 17 |
|
|
2022
Q2 | $13.2M | Buy |
25,646
+190
| +0.7% | +$97.6K | 0.72% | 17 |
|
|
2022
Q1 | $13M | Sell |
25,456
-622
| -2% | -$317K | 0.59% | 21 |
|
|
2021
Q4 | $13.1M | Buy |
26,078
+1,171
| +5% | +$588K | 0.56% | 21 |
|
|
2021
Q3 | $9.73M | Sell |
24,907
-39
| -0.2% | -$15.2K | 0.46% | 32 |
|
|
2021
Q2 | $9.99M | Buy |
24,946
+53
| +0.2% | +$21.2K | 0.47% | 28 |
|
|
2021
Q1 | $9.26M | Buy |
24,893
+3,172
| +15% | +$1.18M | 0.51% | 26 |
|
|
2020
Q4 | $7.62M | Buy |
21,721
+666
| +3% | +$234K | 0.67% | 21 |
|
|
2020
Q3 | $6.56M | Sell |
21,055
-2,465
| -10% | -$768K | 0.63% | 24 |
|
|
2020
Q2 | $6.94M | Sell |
23,520
-871
| -4% | -$257K | 0.66% | 25 |
|
|
2020
Q1 | $6.08M | Buy |
24,391
+789
| +3% | +$197K | 0.72% | 20 |
|
|
2019
Q4 | $6.94M | Sell |
23,602
-45
| -0.2% | -$13.2K | 0.62% | 24 |
|
|
2019
Q3 | $5.14M | Buy |
23,647
+670
| +3% | +$146K | 0.5% | 34 |
|
|
2019
Q2 | $5.61M | Buy |
22,977
+1,684
| +8% | +$411K | 0.56% | 26 |
|
|
2019
Q1 | $5.27M | Buy |
21,293
+1,641
| +8% | +$406K | 0.57% | 27 |
|
|
2018
Q4 | $4.9M | Buy |
19,652
+675
| +4% | +$168K | 0.63% | 26 |
|
|
2018
Q3 | $5.05M | Buy |
18,977
+1
| +0% | +$266 | 0.57% | 27 |
|
|
2018
Q2 | $4.66M | Buy |
18,976
+3,719
| +24% | +$913K | 0.58% | 23 |
|
|
2018
Q1 | $3.27M | Sell |
15,257
-287
| -2% | -$61.4K | 0.43% | 41 |
|
|
2017
Q4 | $3.43M | Sell |
15,544
-239
| -2% | -$52.7K | 0.42% | 43 |
|
|
2017
Q3 | $3.09M | Sell |
15,783
-329
| -2% | -$64.4K | 0.4% | 44 |
|
|
2017
Q2 | $2.99M | Buy |
16,112
+141
| +0.9% | +$26.1K | 0.39% | 47 |
|
|
2017
Q1 | $2.62M | Sell |
15,971
-59
| -0.4% | -$9.68K | 0.35% | 54 |
|
|
2016
Q4 | $2.57M | Buy |
16,030
+371
| +2% | +$59.4K | 0.38% | 49 |
|
|
2016
Q3 | $2.19M | Buy |
15,659
+5,308
| +51% | +$743K | 0.33% | 59 |
|
|
2016
Q2 | $1.46M | Buy |
10,351
+533
| +5% | +$75.2K | 0.24% | 85 |
|
|
2016
Q1 | $1.27M | Buy |
9,818
+2,829
| +40% | +$365K | 0.22% | 101 |
|
|
2015
Q4 | $822K | Buy |
6,989
+2,748
| +65% | +$323K | 0.15% | 148 |
|
|
2015
Q3 | $492K | Buy |
4,241
+242
| +6% | +$28.1K | 0.1% | 235 |
|
|
2015
Q2 | $488K | Buy |
3,999
+1,399
| +54% | +$171K | 0.09% | 264 |
|
|
2015
Q1 | $308K | Sell |
2,600
-162
| -6% | -$19.2K | 0.05% | 424 |
|
|
2014
Q4 | $279K | Sell |
2,762
-561
| -17% | -$56.7K | 0.04% | 429 |
|
|
2014
Q3 | $287K | Sell |
3,323
-432
| -12% | -$37.3K | 0.04% | 419 |
|
|
2014
Q2 | $307K | Sell |
3,755
-377
| -9% | -$30.8K | 0.05% | 384 |
|
|
2014
Q1 | $339K | Sell |
4,132
-538
| -12% | -$44.1K | 0.06% | 332 |
|
|
2013
Q4 | $352K | Buy |
4,670
+613
| +15% | +$46.2K | 0.08% | 285 |
|
|
2013
Q3 | $291K | Buy |
4,057
+415
| +11% | +$29.8K | 0.08% | 305 |
|
|
2013
Q2 | $238K | Buy |
+3,642
| New | +$238K | 0.07% | 363 |
|