Wendell David Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
755
-32
| -4% | -$10K | 0.02% | 143 |
|
|
2025
Q1 | $412K | Hold |
787
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $398K | Hold |
787
| – | – | 0.04% | 127 |
|
|
2024
Q3 | $460K | Hold |
787
| – | – | 0.04% | 123 |
|
|
2024
Q2 | $401K | Hold |
787
| – | – | 0.04% | 124 |
|
|
2024
Q1 | $389K | Sell |
787
-60
| -7% | -$29.7K | 0.04% | 128 |
|
|
2023
Q4 | $446K | Buy |
847
+10
| +1% | +$5.27K | 0.05% | 122 |
|
|
2023
Q3 | $422K | Sell |
837
-42
| -5% | -$21.2K | 0.05% | 118 |
|
|
2023
Q2 | $422K | Hold |
879
| – | – | 0.05% | 114 |
|
|
2023
Q1 | $415K | Hold |
879
| – | – | 0.05% | 113 |
|
|
2022
Q4 | $466K | Buy |
879
+16
| +2% | +$8.48K | 0.06% | 113 |
|
|
2022
Q3 | $436K | Buy |
863
+48
| +6% | +$24.3K | 0.06% | 111 |
|
|
2022
Q2 | $419K | Sell |
815
-17
| -2% | -$8.74K | 0.05% | 116 |
|
|
2022
Q1 | $424K | Hold |
832
| – | – | 0.05% | 117 |
|
|
2021
Q4 | $418K | Sell |
832
-44
| -5% | -$22.1K | 0.04% | 122 |
|
|
2021
Q3 | $342K | Buy |
876
+197
| +29% | +$76.9K | 0.04% | 130 |
|
|
2021
Q2 | $272K | Sell |
679
-13
| -2% | -$5.21K | 0.03% | 142 |
|
|
2021
Q1 | $257K | Buy |
692
+48
| +7% | +$17.8K | 0.03% | 137 |
|
|
2020
Q4 | $226K | Buy |
+644
| New | +$226K | 0.03% | 142 |
|