Wellington Shields Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Sell |
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|
2025
Q2 | $2.32M | Sell |
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|
2025
Q1 | $8.3M | Buy |
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|
2024
Q4 | $4.96M | Buy |
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|
2024
Q3 | $4.23M | Buy |
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|
2024
Q2 | $3.68M | Buy |
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|
2024
Q1 | $1.44M | Hold |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $3.43M | Buy |
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|
2021
Q3 | $2.59M | Buy |
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|
2021
Q2 | $2.65M | Sell |
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|
2021
Q1 | $2.49M | Sell |
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|
2020
Q4 | $2.52M | Buy |
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|
2020
Q3 | $2.17M | Hold |
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|
2020
Q2 | $2.05M | Buy |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $1.6M | Hold |
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|
2019
Q3 | $1.19M | Hold |
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|
2019
Q2 | $1.33M | Buy |
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|
2019
Q1 | $1.33M | Sell |
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|
2018
Q4 | $2.47M | Sell |
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|
2018
Q3 | $2.9M | Buy |
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|
2018
Q2 | $2.38M | Buy |
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|
2018
Q1 | $1.15M | Hold |
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|
2017
Q4 | $1.18M | Hold |
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|
2017
Q3 | $1.05M | Hold |
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|
2017
Q2 | $993K | Hold |
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|
2017
Q1 | $879K | Hold |
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|
2016
Q4 | $857K | Hold |
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|
2016
Q3 | $750K | Hold |
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|
2016
Q2 | $756K | Hold |
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|
2016
Q1 | $691K | Hold |
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|
2015
Q4 | $630K | Hold |
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|
2015
Q3 | $621K | Hold |
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|
2015
Q2 | $654K | Hold |
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|
2015
Q1 | $634K | Buy |
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|
2014
Q4 | $537K | Hold |
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|
2014
Q3 | $459K | Hold |
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|
2014
Q2 | $435K | Hold |
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|
2014
Q1 | $436K | Hold |
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|
2013
Q4 | $400K | Sell |
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|
2013
Q3 | $403K | Hold |
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|
2013
Q2 | $369K | Buy |
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