Wedgewood Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,302
| Closed | -$3.17M | – | 21 |
|
|
2025
Q1 | $3.17M | Sell |
10,302
-45,082
| -81% | -$13.9M | 0.64% | 19 |
|
|
2024
Q4 | $28M | Sell |
55,384
-2,651
| -5% | -$1.34M | 5.52% | 9 |
|
|
2024
Q3 | $35.2M | Sell |
58,035
-885
| -2% | -$536K | 6.38% | 7 |
|
|
2024
Q2 | $33.3M | Sell |
58,920
-1,273
| -2% | -$720K | 6.8% | 6 |
|
|
2024
Q1 | $31.2M | Buy |
60,193
+10,969
| +22% | +$5.68M | 6.23% | 7 |
|
|
2023
Q4 | $25.4M | Sell |
49,224
-947
| -2% | -$489K | 5.35% | 10 |
|
|
2023
Q3 | $25.3M | Sell |
50,171
-23,246
| -32% | -$11.7M | 6.05% | 7 |
|
|
2023
Q2 | $35.3M | Sell |
73,417
-1,811
| -2% | -$870K | 5.69% | 8 |
|
|
2023
Q1 | $35.6M | Buy |
75,228
+14,606
| +24% | +$6.9M | 6.03% | 7 |
|
|
2022
Q4 | $32.1M | Sell |
60,622
-245
| -0.4% | -$130K | 5.9% | 5 |
|
|
2022
Q3 | $30.7M | Sell |
60,867
-1,619
| -3% | -$818K | 5.78% | 6 |
|
|
2022
Q2 | $32.1M | Sell |
62,486
-730
| -1% | -$375K | 5.54% | 9 |
|
|
2022
Q1 | $32.2M | Buy |
63,216
+10,750
| +20% | +$5.48M | 4.55% | 11 |
|
|
2021
Q4 | $26.3M | Buy |
52,466
+494
| +1% | +$248K | 3.5% | 14 |
|
|
2021
Q3 | $20.3M | Buy |
+51,972
| New | +$20.3M | 2.86% | 18 |
|