WESPAC Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-439
| Closed | -$217K | – | 183 |
|
|
2024
Q1 | $217K | Sell |
439
-115
| -21% | -$58.5K | 0.13% | 154 |
|
|
2023
Q4 | $292K | Buy |
+554
| New | +$295K | 0.2% | 118 |
|
|
2023
Q1 | – | Sell |
-741
| Closed | -$393K | – | 130 |
|
|
2022
Q4 | $393K | Sell |
741
-174
| -19% | -$92.2K | 0.68% | 41 |
|
|
2022
Q3 | $462K | Buy |
915
+258
| +39% | +$136K | 0.62% | 55 |
|
|
2022
Q2 | $337K | Buy |
+657
| New | +$330K | 0.26% | 70 |
|
|
2019
Q4 | – | Sell |
-943
| Closed | -$205K | – | 115 |
|
|
2019
Q3 | $205K | Sell |
943
-415
| -31% | -$100K | 0.2% | 93 |
|
|
2019
Q2 | $331K | Sell |
1,358
-232
| -15% | -$55.8K | 0.25% | 79 |
|
|
2019
Q1 | $344K | Buy |
1,590
+197
| +14% | +$50.2K | 0.24% | 86 |
|
|
2018
Q4 | $347K | Hold |
1,393
| – | – | 0.34% | 69 |
|
|
2018
Q3 | $371K | Buy |
1,393
+478
| +52% | +$124K | 0.22% | 103 |
|
|
2018
Q2 | $224K | Sell |
915
-415
| -31% | -$99.6K | 0.23% | 97 |
|
|
2018
Q1 | $285K | Buy |
+1,330
| New | +$304K | 0.17% | 108 |
|
|
2017
Q4 | – | Sell |
-1,330
| Closed | -$260K | – | 135 |
|
|
2017
Q3 | $260K | Buy |
1,330
+220
| +20% | +$42.5K | 0.17% | 113 |
|
|
2017
Q2 | $206K | Buy |
+1,110
| New | +$195K | 0.14% | 127 |
|
|
2015
Q4 | – | Sell |
-6,797
| Closed | -$789K | – | 99 |
|
|
2015
Q3 | $789K | Sell |
6,797
-3,230
| -32% | -$387K | 1.39% | 29 |
|
|
2015
Q2 | $1.22M | Sell |
10,027
-215
| -2% | -$25.4K | 0.92% | 43 |
|
|
2015
Q1 | $1.21M | Buy |
10,242
+414
| +4% | +$46K | 0.92% | 44 |
|
|
2014
Q4 | $993K | Buy |
+9,828
| New | +$931K | 0.7% | 53 |
|
|
2014
Q1 | – | Sell |
-5,509
| Closed | -$415K | – | 156 |
|
|
2013
Q4 | $415K | Buy |
+5,509
| New | +$396K | 0.35% | 102 |
|
Other funds holding UNH
