West Family Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
4,269
+445
| +12% | +$139K | 0.35% | 61 |
|
|
2025
Q1 | $2M | Buy |
3,824
+211
| +6% | +$111K | 0.75% | 21 |
|
|
2024
Q4 | $1.83M | Sell |
3,613
-526
| -13% | -$266K | 0.64% | 23 |
|
|
2024
Q3 | $2.42M | Sell |
4,139
-8,595
| -67% | -$5.03M | 0.82% | 19 |
|
|
2024
Q2 | $6.48M | Sell |
12,734
-319
| -2% | -$162K | 1.94% | 14 |
|
|
2024
Q1 | $6.46M | Buy |
13,053
+369
| +3% | +$183K | 2% | 13 |
|
|
2023
Q4 | $6.68M | Buy |
12,684
+287
| +2% | +$151K | 2.26% | 10 |
|
|
2023
Q3 | $6.25M | Sell |
12,397
-239
| -2% | -$121K | 2.18% | 10 |
|
|
2023
Q2 | $6.07M | Sell |
12,636
-161
| -1% | -$77.4K | 2.36% | 6 |
|
|
2023
Q1 | $6.05M | Buy |
12,797
+221
| +2% | +$104K | 2.4% | 11 |
|
|
2022
Q4 | $6.67M | Buy |
12,576
+234
| +2% | +$124K | 2.28% | 8 |
|
|
2022
Q3 | $6.23M | Buy |
12,342
+30
| +0.2% | +$15.2K | 2.6% | 5 |
|
|
2022
Q2 | $6.32M | Buy |
12,312
+69
| +0.6% | +$35.4K | 2.49% | 5 |
|
|
2022
Q1 | $6.24M | Buy |
12,243
+8
| +0.1% | +$4.08K | 1.78% | 11 |
|
|
2021
Q4 | $6.14M | Sell |
12,235
-357
| -3% | -$179K | 1.68% | 11 |
|
|
2021
Q3 | $4.92M | Buy |
12,592
+420
| +3% | +$164K | 1.28% | 15 |
|
|
2021
Q2 | $4.87M | Buy |
12,172
+2,808
| +30% | +$1.12M | 1.32% | 8 |
|
|
2021
Q1 | $3.48M | Buy |
9,364
+64
| +0.7% | +$23.8K | 1.27% | 21 |
|
|
2020
Q4 | $3.26K | Buy |
+9,300
| New | +$3.26K | 0.99% | 24 |
|
|
2019
Q1 | – | Sell |
-40,000
| Closed | -$9.97M | – | 91 |
|
|
2018
Q4 | $9.97M | Hold |
40,000
| – | – | 2.58% | 9 |
|
|
2018
Q3 | $10.6M | Hold |
40,000
| – | – | 2.52% | 8 |
|
|
2018
Q2 | $9.81M | Hold |
40,000
| – | – | 2.42% | 8 |
|
|
2018
Q1 | $8.56M | Buy |
+40,000
| New | +$8.56M | 2.26% | 11 |
|