West Michigan Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
2,187
-18
| -0.8% | -$5.62K | 0.19% | 92 |
|
|
2025
Q1 | $1.15M | Sell |
2,205
-806
| -27% | -$422K | 0.38% | 56 |
|
|
2024
Q4 | $1.52M | Buy |
3,011
+80
| +3% | +$40.5K | 0.46% | 48 |
|
|
2024
Q3 | $1.71M | Buy |
2,931
+561
| +24% | +$328K | 0.52% | 47 |
|
|
2024
Q2 | $1.21M | Sell |
2,370
-10
| -0.4% | -$5.09K | 0.38% | 48 |
|
|
2024
Q1 | $1.18M | Buy |
2,380
+53
| +2% | +$26.2K | 0.38% | 51 |
|
|
2023
Q4 | $1.22M | Sell |
2,327
-96
| -4% | -$50.5K | 0.46% | 48 |
|
|
2023
Q3 | $1.22M | Sell |
2,423
-22
| -0.9% | -$11.1K | 0.65% | 43 |
|
|
2023
Q2 | $1.18M | Sell |
2,445
-198
| -7% | -$95.2K | 0.47% | 60 |
|
|
2023
Q1 | $1.25M | Buy |
2,643
+1,397
| +112% | +$660K | 0.71% | 37 |
|
|
2022
Q4 | $661K | Sell |
1,246
-46
| -4% | -$24.4K | 0.48% | 46 |
|
|
2022
Q3 | $653K | Sell |
1,292
-1
| -0.1% | -$505 | 0.57% | 43 |
|
|
2022
Q2 | $664K | Buy |
1,293
+95
| +8% | +$48.8K | 0.57% | 45 |
|
|
2022
Q1 | $611K | Buy |
1,198
+8
| +0.7% | +$4.08K | 0.41% | 54 |
|
|
2021
Q4 | $598K | Buy |
+1,190
| New | +$598K | 0.45% | 50 |
|