Weik Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
9,824
+142
| +1% | +$44.3K | 1.21% | 23 |
|
|
2025
Q1 | $5.07M | Sell |
9,682
-81
| -0.8% | -$42.4K | 2.06% | 13 |
|
|
2024
Q4 | $4.94M | Sell |
9,763
-118
| -1% | -$59.7K | 2.01% | 11 |
|
|
2024
Q3 | $5.78M | Sell |
9,881
-17
| -0.2% | -$9.94K | 2.33% | 10 |
|
|
2024
Q2 | $5.04M | Sell |
9,898
-240
| -2% | -$122K | 2.16% | 11 |
|
|
2024
Q1 | $5.02M | Sell |
10,138
-129
| -1% | -$63.8K | 2.13% | 11 |
|
|
2023
Q4 | $5.41M | Sell |
10,267
-160
| -2% | -$84.2K | 2.5% | 11 |
|
|
2023
Q3 | $5.26M | Buy |
10,427
+61
| +0.6% | +$30.8K | 2.59% | 10 |
|
|
2023
Q2 | $4.98M | Sell |
10,366
-85
| -0.8% | -$40.9K | 2.35% | 12 |
|
|
2023
Q1 | $4.94M | Buy |
10,451
+1,389
| +15% | +$656K | 2.26% | 12 |
|
|
2022
Q4 | $4.8M | Sell |
9,062
-24
| -0.3% | -$12.7K | 2.24% | 11 |
|
|
2022
Q3 | $4.59M | Sell |
9,086
-210
| -2% | -$106K | 2.29% | 12 |
|
|
2022
Q2 | $4.78M | Buy |
9,296
+16
| +0.2% | +$8.22K | 2.18% | 13 |
|
|
2022
Q1 | $4.73M | Sell |
9,280
-40
| -0.4% | -$20.4K | 1.87% | 14 |
|
|
2021
Q4 | $4.68M | Sell |
9,320
-145
| -2% | -$72.8K | 1.77% | 16 |
|
|
2021
Q3 | $3.7M | Sell |
9,465
-1,035
| -10% | -$404K | 1.53% | 20 |
|
|
2021
Q2 | $4.21M | Buy |
10,500
+60
| +0.6% | +$24K | 1.64% | 16 |
|
|
2021
Q1 | $3.88M | Sell |
10,440
-15
| -0.1% | -$5.58K | 1.65% | 17 |
|
|
2020
Q4 | $3.67M | Sell |
10,455
-285
| -3% | -$99.9K | 1.64% | 18 |
|
|
2020
Q3 | $3.35M | Sell |
10,740
-40
| -0.4% | -$12.5K | 1.63% | 19 |
|
|
2020
Q2 | $3.18M | Sell |
10,780
-650
| -6% | -$192K | 1.72% | 16 |
|
|
2020
Q1 | $2.85M | Sell |
11,430
-340
| -3% | -$84.8K | 1.63% | 18 |
|
|
2019
Q4 | $3.46M | Sell |
11,770
-48
| -0.4% | -$14.1K | 1.56% | 19 |
|
|
2019
Q3 | $2.57M | Buy |
11,818
+1,730
| +17% | +$376K | 1.23% | 26 |
|
|
2019
Q2 | $2.46M | Buy |
10,088
+10
| +0.1% | +$2.44K | 1.18% | 28 |
|
|
2019
Q1 | $2.49M | Sell |
10,078
-109
| -1% | -$27K | 1.22% | 28 |
|
|
2018
Q4 | $2.54M | Buy |
10,187
+1,567
| +18% | +$390K | 1.38% | 23 |
|
|
2018
Q3 | $2.29M | Sell |
8,620
-305
| -3% | -$81.1K | 1.1% | 27 |
|
|
2018
Q2 | $2.19M | Sell |
8,925
-525
| -6% | -$129K | 1.08% | 28 |
|
|
2018
Q1 | $2.02M | Sell |
9,450
-350
| -4% | -$74.9K | 0.97% | 33 |
|
|
2017
Q4 | $2.16M | Sell |
9,800
-145
| -1% | -$32K | 1.01% | 30 |
|
|
2017
Q3 | $1.95M | Sell |
9,945
-665
| -6% | -$130K | 0.93% | 33 |
|
|
2017
Q2 | $1.97M | Sell |
10,610
-155
| -1% | -$28.7K | 1.04% | 30 |
|
|
2017
Q1 | $1.77M | Sell |
10,765
-125
| -1% | -$20.5K | 0.94% | 31 |
|
|
2016
Q4 | $1.74M | Sell |
10,890
-265
| -2% | -$42.4K | 0.98% | 34 |
|
|
2016
Q3 | $1.56M | Sell |
11,155
-215
| -2% | -$30.1K | 0.9% | 33 |
|
|
2016
Q2 | $1.61M | Sell |
11,370
-440
| -4% | -$62.1K | 0.96% | 31 |
|
|
2016
Q1 | $1.52M | Sell |
11,810
-450
| -4% | -$58K | 0.92% | 32 |
|
|
2015
Q4 | $1.44M | Sell |
12,260
-1,170
| -9% | -$138K | 0.87% | 35 |
|
|
2015
Q3 | $1.56M | Sell |
13,430
-40
| -0.3% | -$4.64K | 0.95% | 35 |
|
|
2015
Q2 | $1.64M | Sell |
13,470
-3,450
| -20% | -$421K | 0.95% | 33 |
|
|
2015
Q1 | $2M | Sell |
16,920
-941
| -5% | -$111K | 1.16% | 29 |
|
|
2014
Q4 | $1.81M | Sell |
17,861
-440
| -2% | -$44.5K | 1.05% | 30 |
|
|
2014
Q3 | $1.58M | Sell |
18,301
-975
| -5% | -$84.1K | 0.97% | 32 |
|
|
2014
Q2 | $1.58M | Sell |
19,276
-275
| -1% | -$22.5K | 0.97% | 34 |
|
|
2014
Q1 | $1.6M | Buy |
19,551
+24
| +0.1% | +$1.97K | 1.01% | 33 |
|
|
2013
Q4 | $1.47M | Sell |
19,527
-450
| -2% | -$33.9K | 0.91% | 37 |
|
|
2013
Q3 | $1.43M | Sell |
19,977
-215
| -1% | -$15.4K | 0.96% | 35 |
|
|
2013
Q2 | $1.32M | Buy |
+20,192
| New | +$1.32M | 0.93% | 34 |
|