Wendell David Associates’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 | $235K | Sell |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $412K | Hold |
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|
2024
Q4 | $398K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $415K | Hold |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $424K | Hold |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $272K | Sell |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $226K | Buy |
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