West Coast Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $789K | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $11.1M | Sell |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $5.89M | Sell |
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|
2023
Q1 | $5.86M | Sell |
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|
2022
Q4 | $6.72M | Buy |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $500K | Buy |
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