WPC
Wedmont Private Capital’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
11,029
-1,067
| -9% | -$323K | 0.14% | 87 |
|
|
2025
Q1 | $7.25M | Sell |
12,096
-685
| -5% | -$411K | 0.37% | 43 |
|
|
2024
Q4 | $6.65M | Buy |
12,781
+501
| +4% | +$261K | 0.35% | 43 |
|
|
2024
Q3 | $7.17M | Buy |
12,280
+1,339
| +12% | +$781K | 0.41% | 41 |
|
|
2024
Q2 | $5.6M | Buy |
10,941
+4,804
| +78% | +$2.46M | 0.35% | 44 |
|
|
2024
Q1 | $2.82M | Sell |
6,137
-1,561
| -20% | -$718K | 0.21% | 69 |
|
|
2023
Q4 | $4.13M | Buy |
7,698
+1,243
| +19% | +$667K | 0.34% | 42 |
|
|
2023
Q3 | $3.4M | Buy |
6,455
+1,468
| +29% | +$773K | 0.34% | 47 |
|
|
2023
Q2 | $2.39M | Buy |
4,987
+623
| +14% | +$299K | 0.26% | 61 |
|
|
2023
Q1 | $2.25M | Sell |
4,364
-1,347
| -24% | -$694K | 0.3% | 56 |
|
|
2022
Q4 | $2.8M | Buy |
5,711
+1,192
| +26% | +$584K | 0.42% | 43 |
|
|
2022
Q3 | $2.28M | Buy |
4,519
+915
| +25% | +$462K | 0.46% | 35 |
|
|
2022
Q2 | $1.85M | Buy |
3,604
+269
| +8% | +$138K | 0.4% | 40 |
|
|
2022
Q1 | $1.7M | Buy |
3,335
+1,139
| +52% | +$581K | 0.38% | 49 |
|
|
2021
Q4 | $1.03M | Buy |
+2,196
| New | +$1.03M | 0.32% | 58 |
|