Wesleyan Assurance Society’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Hold |
61,555
| – | – | 1.24% | 23 |
|
|
2025
Q1 | $32.2M | Buy |
61,555
+10,180
| +20% | +$5.33M | 2.4% | 11 |
|
|
2024
Q4 | $26M | Buy |
51,375
+11,550
| +29% | +$5.85M | 1.99% | 10 |
|
|
2024
Q3 | $23.3M | Hold |
39,825
| – | – | 1.84% | 14 |
|
|
2024
Q2 | $20.3M | Buy |
39,825
+7,750
| +24% | +$3.95M | 1.76% | 13 |
|
|
2024
Q1 | $15.9M | Buy |
32,075
+18,975
| +145% | +$9.38M | 1.4% | 18 |
|
|
2023
Q4 | $6.9M | Hold |
13,100
| – | – | 0.68% | 44 |
|
|
2023
Q3 | $6.61M | Hold |
13,100
| – | – | 0.73% | 44 |
|
|
2023
Q2 | $6.29M | Buy |
+13,100
| New | +$6.29M | 0.67% | 45 |
|