WIA
Westbourne Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,403
+318
| +10% | +$99.2K | 0.32% | 49 |
|
|
2025
Q1 | $1.62M | Sell |
3,085
-40
| -1% | -$21K | 0.57% | 37 |
|
|
2024
Q4 | $1.58M | Buy |
3,125
+5
| +0.2% | +$2.53K | 0.54% | 37 |
|
|
2024
Q3 | $1.82M | Sell |
3,120
-6
| -0.2% | -$3.51K | 0.64% | 34 |
|
|
2024
Q2 | $1.59M | Sell |
3,126
-62
| -2% | -$31.6K | 0.58% | 38 |
|
|
2024
Q1 | $1.58M | Sell |
3,188
-108
| -3% | -$53.4K | 0.58% | 37 |
|
|
2023
Q4 | $1.74M | Sell |
3,296
-35
| -1% | -$18.4K | 0.69% | 34 |
|
|
2023
Q3 | $1.68M | Sell |
3,331
-110
| -3% | -$55.4K | 0.77% | 33 |
|
|
2023
Q2 | $1.65M | Sell |
3,441
-25
| -0.7% | -$12K | 0.74% | 34 |
|
|
2023
Q1 | $1.64M | Sell |
3,466
-165
| -5% | -$78K | 0.79% | 35 |
|
|
2022
Q4 | $1.93M | Sell |
3,631
-277
| -7% | -$147K | 0.97% | 29 |
|
|
2022
Q3 | $1.97M | Sell |
3,908
-100
| -2% | -$50.5K | 1.05% | 28 |
|
|
2022
Q2 | $2.06M | Sell |
4,008
-311
| -7% | -$160K | 1.28% | 23 |
|
|
2022
Q1 | $2.2M | Sell |
4,319
-87
| -2% | -$44.4K | 0.91% | 28 |
|
|
2021
Q4 | $2.21M | Hold |
4,406
| – | – | 0.87% | 28 |
|
|
2021
Q3 | $1.72M | Buy |
4,406
+213
| +5% | +$83.2K | 0.78% | 33 |
|
|
2021
Q2 | $1.68M | Sell |
4,193
-457
| -10% | -$183K | 0.76% | 34 |
|
|
2021
Q1 | $1.73M | Sell |
4,650
-613
| -12% | -$228K | 0.86% | 30 |
|
|
2020
Q4 | $1.85M | Buy |
+5,263
| New | +$1.85M | 1.08% | 25 |
|
|
2020
Q2 | – | Sell |
-5,578
| Closed | -$1.39M | – | 79 |
|
|
2020
Q1 | $1.39M | Sell |
5,578
-37
| -0.7% | -$9.23K | 1.28% | 21 |
|
|
2019
Q4 | $1.65M | Buy |
5,615
+548
| +11% | +$161K | 1.12% | 26 |
|
|
2019
Q3 | $1.1M | Sell |
5,067
-13
| -0.3% | -$2.83K | 0.82% | 38 |
|
|
2019
Q2 | $1.24M | Buy |
5,080
+300
| +6% | +$73.2K | 1% | 30 |
|
|
2019
Q1 | $1.18M | Buy |
4,780
+310
| +7% | +$76.7K | 0.9% | 34 |
|
|
2018
Q4 | $1.11M | Hold |
4,470
| – | – | 0.96% | 32 |
|
|
2018
Q3 | $1.19M | Sell |
4,470
-30
| -0.7% | -$7.98K | 0.86% | 35 |
|
|
2018
Q2 | $1.1M | Sell |
4,500
-195
| -4% | -$47.8K | 0.95% | 35 |
|
|
2018
Q1 | $1.01M | Sell |
4,695
-460
| -9% | -$98.5K | 0.8% | 44 |
|
|
2017
Q4 | $1.14M | Sell |
5,155
-140
| -3% | -$30.9K | 0.86% | 41 |
|
|
2017
Q3 | $1.04M | Sell |
5,295
-10
| -0.2% | -$1.96K | 0.81% | 46 |
|
|
2017
Q2 | $984K | Sell |
5,305
-65
| -1% | -$12.1K | 0.8% | 43 |
|
|
2017
Q1 | $881K | Sell |
5,370
-730
| -12% | -$120K | 0.73% | 43 |
|
|
2016
Q4 | $976K | Sell |
6,100
-1,345
| -18% | -$215K | 0.85% | 41 |
|
|
2016
Q3 | $1.04M | Sell |
7,445
-435
| -6% | -$60.9K | 0.92% | 40 |
|
|
2016
Q2 | $1.11M | Sell |
7,880
-2,200
| -22% | -$311K | 1.01% | 33 |
|
|
2016
Q1 | $1.3M | Sell |
10,080
-1,950
| -16% | -$251K | 1.24% | 23 |
|
|
2015
Q4 | $1.42M | Sell |
12,030
-655
| -5% | -$77K | 1.37% | 22 |
|
|
2015
Q3 | $1.47M | Sell |
12,685
-325
| -2% | -$37.7K | 1.48% | 23 |
|
|
2015
Q2 | $1.59M | Buy |
+13,010
| New | +$1.59M | 1.44% | 24 |
|