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Wedgewood Investors’s UnitedHealth UNH Stock Holding History

Wedgewood Investors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-561
Closed -$294K – 103
2025
Q1 		$294K Hold
561
– – 0.35% 74
2024
Q4 		$284K Hold
561
– – 0.33% 78
2024
Q3 		$328K Sell
561
-30
-5% -$17.5K 0.36% 72
2024
Q2 		$301K Buy
+591
New +$301K 0.36% 72
2023
Q4 		$306K Hold
581
– – 0.38% 71
2023
Q3 		$293K Sell
581
-210
-27% -$106K 0.4% 72
2023
Q2 		$380K Sell
791
-330
-29% -$159K 0.49% 62
2023
Q1 		$530K Buy
1,121
+21
+2% +$9.92K 0.69% 44
2022
Q4 		$583K Hold
1,100
– – 0.77% 42
2022
Q3 		$556K Hold
1,100
– – 0.86% 38
2022
Q2 		$565K Hold
1,100
– – 0.8% 43
2022
Q1 		$561K Sell
1,100
-20
-2% -$10.2K 0.68% 49
2021
Q4 		$562K Hold
1,120
– – 0.66% 42
2021
Q3 		$438K Hold
1,120
– – 0.57% 55
2021
Q2 		$449K Hold
1,120
– – 0.57% 53
2021
Q1 		$417K Hold
1,120
– – 0.52% 59
2020
Q4 		$393K Hold
1,120
– – 0.51% 55
2020
Q3 		$349K Hold
1,120
– – 0.52% 57
2020
Q2 		$330K Hold
1,120
– – 0.53% 54
2020
Q1 		$279K Hold
1,120
– – 0.54% 55
2019
Q4 		$329K Hold
1,120
– – 0.47% 65
2019
Q3 		$244K Hold
1,120
– – 0.36% 76
2019
Q2 		$273K Hold
1,120
– – 0.39% 70
2019
Q1 		$277K Sell
1,120
-200
-15% -$49.5K 0.43% 70
2018
Q4 		$329K Hold
1,320
– – 0.6% 52
2018
Q3 		$351K Hold
1,320
– – 0.56% 62
2018
Q2 		$324K Hold
1,320
– – 0.55% 61
2018
Q1 		$282K Hold
1,320
– – 0.24% 90
2017
Q4 		$291K Hold
1,320
– – 0.24% 94
2017
Q3 		$259K Hold
1,320
– – 0.22% 98
2017
Q2 		$245K Hold
1,320
– – 0.21% 99
2017
Q1 		$217K Sell
1,320
-50
-4% -$8.22K 0.19% 109
2016
Q4 		$219K Buy
+1,370
New +$219K 0.2% 106