WBC
West Branch Capital’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
13,134
+1,445
| +12% | +$451K | 1.21% | 22 |
|
|
2025
Q1 | $6.12M | Buy |
11,689
+519
| +5% | +$272K | 2.04% | 13 |
|
|
2024
Q4 | $5.65M | Buy |
11,170
+162
| +1% | +$81.9K | 1.8% | 14 |
|
|
2024
Q3 | $6.44M | Buy |
11,008
+38
| +0.3% | +$22.2K | 2.23% | 10 |
|
|
2024
Q2 | $5.59M | Buy |
10,970
+1,979
| +22% | +$1.01M | 2.08% | 10 |
|
|
2024
Q1 | $4.45M | Buy |
8,991
+604
| +7% | +$299K | 1.79% | 14 |
|
|
2023
Q4 | $4.42M | Buy |
8,387
+157
| +2% | +$82.7K | 2.08% | 12 |
|
|
2023
Q3 | $4.15M | Buy |
8,230
+193
| +2% | +$97.3K | 2.18% | 11 |
|
|
2023
Q2 | $3.86M | Buy |
8,037
+183
| +2% | +$88K | 1.93% | 13 |
|
|
2023
Q1 | $3.71M | Sell |
7,854
-7
| -0.1% | -$3.31K | 2.07% | 12 |
|
|
2022
Q4 | $4.17M | Buy |
7,861
+1
| +0% | +$530 | 2.57% | 10 |
|
|
2022
Q3 | $3.97M | Buy |
7,860
+86
| +1% | +$43.4K | 2.47% | 9 |
|
|
2022
Q2 | $3.99M | Buy |
7,774
+323
| +4% | +$166K | 2.31% | 11 |
|
|
2022
Q1 | $3.8M | Sell |
7,451
-528
| -7% | -$269K | 1.82% | 13 |
|
|
2021
Q4 | $4.01M | Buy |
7,979
+266
| +3% | +$134K | 1.71% | 14 |
|
|
2021
Q3 | $3.01M | Buy |
7,713
+14
| +0.2% | +$5.47K | 1.45% | 18 |
|
|
2021
Q2 | $3.08M | Buy |
7,699
+192
| +3% | +$76.9K | 1.52% | 16 |
|
|
2021
Q1 | $2.79M | Sell |
7,507
-195
| -3% | -$72.6K | 1.63% | 20 |
|
|
2020
Q4 | $2.7M | Sell |
7,702
-52
| -0.7% | -$18.2K | 1.6% | 18 |
|
|
2020
Q3 | $2.42M | Buy |
7,754
+274
| +4% | +$85.4K | 1.54% | 18 |
|
|
2020
Q2 | $2.21M | Buy |
7,480
+543
| +8% | +$160K | 1.55% | 17 |
|
|
2020
Q1 | $1.73M | Sell |
6,937
-225
| -3% | -$56.1K | 1.65% | 18 |
|
|
2019
Q4 | $2.11M | Buy |
7,162
+78
| +1% | +$22.9K | 1.47% | 21 |
|
|
2019
Q3 | $1.54M | Buy |
7,084
+26
| +0.4% | +$5.65K | 1.14% | 24 |
|
|
2019
Q2 | $1.72M | Buy |
7,058
+516
| +8% | +$126K | 1.42% | 18 |
|
|
2019
Q1 | $1.62M | Buy |
6,542
+98
| +2% | +$24.2K | 1.45% | 19 |
|
|
2018
Q4 | $1.61M | Sell |
6,444
-258
| -4% | -$64.3K | 1.69% | 18 |
|
|
2018
Q3 | $1.78M | Buy |
6,702
+60
| +0.9% | +$16K | 1.32% | 23 |
|
|
2018
Q2 | $1.63M | Buy |
6,642
+802
| +14% | +$197K | 1.28% | 25 |
|
|
2018
Q1 | $1.25M | Buy |
+5,840
| New | +$1.25M | 1.37% | 25 |
|