West Coast Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-919
| Closed | -$481K | – | 139 |
|
|
2025
Q1 | $481K | Sell |
919
-641
| -41% | -$336K | 0.05% | 106 |
|
|
2024
Q4 | $789K | Sell |
1,560
-1,021
| -40% | -$516K | 0.09% | 83 |
|
|
2024
Q3 | $1.51M | Sell |
2,581
-20,234
| -89% | -$11.8M | 0.17% | 73 |
|
|
2024
Q2 | $11.6M | Buy |
22,815
+316
| +1% | +$161K | 1.38% | 21 |
|
|
2024
Q1 | $11.1M | Sell |
22,499
-64
| -0.3% | -$31.7K | 1.35% | 24 |
|
|
2023
Q4 | $11.9M | Buy |
22,563
+2,388
| +12% | +$1.26M | 1.56% | 17 |
|
|
2023
Q3 | $10.2M | Buy |
20,175
+7,913
| +65% | +$3.99M | 1.52% | 15 |
|
|
2023
Q2 | $5.89M | Sell |
12,262
-137
| -1% | -$65.8K | 0.83% | 49 |
|
|
2023
Q1 | $5.86M | Sell |
12,399
-271
| -2% | -$128K | 0.9% | 41 |
|
|
2022
Q4 | $6.72M | Buy |
12,670
+12,270
| +3,068% | +$6.51M | 1.14% | 23 |
|
|
2022
Q3 | $202K | Hold |
400
| – | – | 0.04% | 120 |
|
|
2022
Q2 | $205K | Hold |
400
| – | – | 0.04% | 126 |
|
|
2022
Q1 | $204K | Buy |
+400
| New | +$204K | 0.03% | 133 |
|
|
2018
Q4 | – | Sell |
-1,879
| Closed | -$500K | – | 132 |
|
|
2018
Q3 | $500K | Buy |
+1,879
| New | +$500K | 0.12% | 98 |
|