West Paces Advisors’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 | $645K | Buy |
|
|||||
|
2025
Q1 | $825K | Buy |
|
|||||
|
2024
Q4 | $791K | Sell |
|
|||||
|
2024
Q3 | $962K | Buy |
|
|||||
|
2024
Q2 | $836K | Sell |
|
|||||
|
2024
Q1 | $830K | Buy |
|
|||||
|
2023
Q4 | $868K | Buy |
|
|||||
|
2023
Q3 | $816K | Sell |
|
|||||
|
2023
Q2 | $870K | Buy |
|
|||||
|
2023
Q1 | $854K | Sell |
|
|||||
|
2022
Q4 | $961K | Buy |
|
|||||
|
2022
Q3 | $908K | Buy |
|
|||||
|
2022
Q2 | $920K | Buy |
|
|||||
|
2022
Q1 | $856K | Buy |
|
|||||
|
2021
Q4 | $652K | Buy |
|
|||||
|
2021
Q3 | $501K | Buy |
|
|||||
|
2021
Q2 | $444K | Sell |
|
|||||
|
2021
Q1 | $416K | Buy |
|
|||||
|
2020
Q4 | $359K | Hold |
|
|||||
|
2020
Q3 | $319K | Hold |
|
|||||
|
2020
Q2 | $302K | Sell |
|
|||||
|
2020
Q1 | $257K | Sell |
|
|||||
|
2019
Q4 | $308K | Hold |
|
|||||
|
2019
Q3 | $227K | Hold |
|
|||||
|
2019
Q2 | $255K | Hold |
|
|||||
|
2019
Q1 | $259K | Hold |
|
|||||
|
2018
Q4 | $261K | Hold |
|
|||||
|
2018
Q3 | $278K | Hold |
|
|||||
|
2018
Q2 | $257K | Buy |
|
|||||
|
2018
Q1 | $217K | Sell |
|
|||||
|
2017
Q4 | $232K | Sell |
|
|||||
|
2017
Q3 | $223K | Buy |
|
|||||
|
2017
Q2 | $197K | Hold |
|
|||||
|
2017
Q1 | $174K | Sell |
|
|||||
|
2016
Q4 | $181K | Buy |
|