Welch & Forbes’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $533K | Sell |
1,969
-1,093
| -36% | -$326K | 0.01% | 268 |
|
|
2025
Q4 | $1.01M | Sell |
3,062
-166
| -5% | -$56.3K | 0.01% | 225 |
|
|
2025
Q3 | $1.11M | Sell |
3,228
-134
| -4% | -$40.5K | 0.01% | 219 |
|
|
2025
Q2 | $1.05M | Sell |
3,362
-200
| -6% | -$76.4K | 0.01% | 222 |
|
|
2025
Q1 | $1.87M | Sell |
3,562
-1,760
| -33% | -$900K | 0.02% | 183 |
|
|
2024
Q4 | $2.69M | Buy |
5,322
+284
| +6% | +$161K | 0.03% | 162 |
|
|
2024
Q3 | $2.95M | Buy |
5,038
+218
| +5% | +$123K | 0.04% | 157 |
|
|
2024
Q2 | $2.38M | Buy |
4,820
+86
| +2% | +$42.2K | 0.03% | 172 |
|
|
2024
Q1 | $2.34M | Sell |
4,734
-35
| -0.7% | -$17.8K | 0.03% | 184 |
|
|
2023
Q4 | $2.51M | Sell |
4,769
-245
| -5% | -$131K | 0.04% | 169 |
|
|
2023
Q3 | $2.53M | Buy |
5,014
+99
| +2% | +$48.7K | 0.04% | 162 |
|
|
2023
Q2 | $2.36M | Hold |
4,915
| – | – | 0.04% | 169 |
|
|
2023
Q1 | $2.32M | Sell |
4,915
-31
| -0.6% | -$15K | 0.04% | 166 |
|
|
2022
Q4 | $2.62M | Buy |
4,946
+217
| +5% | +$115K | 0.05% | 160 |
|
|
2022
Q3 | $2.39M | Buy |
4,729
+271
| +6% | +$143K | 0.05% | 159 |
|
|
2022
Q2 | $2.29M | Buy |
4,458
+88
| +2% | +$44.2K | 0.04% | 167 |
|
|
2022
Q1 | $2.23M | Hold |
4,370
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $2.19M | Buy |
4,370
+18
| +0.4% | +$8.15K | 0.03% | 173 |
|
|
2021
Q3 | $1.7M | Sell |
4,352
-220
| -5% | -$91.1K | 0.03% | 189 |
|
|
2021
Q2 | $1.83M | Buy |
4,572
+1,445
| +46% | +$576K | 0.03% | 179 |
|
|
2021
Q1 | $1.16M | Sell |
3,127
-129
| -4% | -$44.7K | 0.02% | 210 |
|
|
2020
Q4 | $1.14M | Buy |
3,256
+231
| +8% | +$77.4K | 0.02% | 206 |
|
|
2020
Q3 | $943K | Sell |
3,025
-518
| -15% | -$159K | 0.02% | 205 |
|
|
2020
Q2 | $1.04M | Sell |
3,543
-50
| -1% | -$14.3K | 0.02% | 187 |
|
|
2020
Q1 | $896K | Buy |
3,593
+634
| +21% | +$174K | 0.03% | 191 |
|
|
2019
Q4 | $870K | Sell |
2,959
-65
| -2% | -$17K | 0.02% | 213 |
|
|
2019
Q3 | $657K | Buy |
3,024
+165
| +6% | +$39.8K | 0.02% | 240 |
|
|
2019
Q2 | $698K | Sell |
2,859
-9
| -0.3% | -$2.17K | 0.02% | 228 |
|
|
2019
Q1 | $709K | Sell |
2,868
-136
| -5% | -$34.7K | 0.02% | 223 |
|
|
2018
Q4 | $749K | Sell |
3,004
-204
| -6% | -$53.9K | 0.02% | 212 |
|
|
2018
Q3 | $854K | Buy |
3,208
+21
| +0.7% | +$5.46K | 0.02% | 215 |
|
|
2018
Q2 | $782K | Buy |
3,187
+26
| +0.8% | +$6.24K | 0.02% | 215 |
|
|
2018
Q1 | $677K | Buy |
3,161
+235
| +8% | +$53.7K | 0.02% | 229 |
|
|
2017
Q4 | $645K | Buy |
2,926
+362
| +14% | +$76.7K | 0.02% | 215 |
|
|
2017
Q3 | $502K | Sell |
2,564
-251
| -9% | -$48.5K | 0.01% | 241 |
|
|
2017
Q2 | $522K | Buy |
2,815
+993
| +55% | +$174K | 0.01% | 235 |
|
|
2017
Q1 | $299K | Buy |
1,822
+102
| +6% | +$16.7K | 0.01% | 290 |
|
|
2016
Q4 | $275K | Sell |
1,720
-220
| -11% | -$32.9K | 0.01% | 295 |
|
|
2016
Q3 | $272K | Hold |
1,940
| – | – | 0.01% | 262 |
|
|
2016
Q2 | $274K | Sell |
1,940
-227
| -10% | -$30.3K | 0.01% | 290 |
|
|
2016
Q1 | $279K | Sell |
2,167
-31
| -1% | -$3.67K | 0.01% | 288 |
|
|
2015
Q4 | $259K | Buy |
2,198
+31
| +1% | +$3.62K | 0.01% | 288 |
|
|
2015
Q3 | $251K | Buy |
+2,167
| New | +$259K | 0.01% | 303 |
|
Other funds holding UNH
VCM
VPM
