WA
WestEnd Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
63,601
-5,874
| -8% | -$1.83M | 0.49% | 37 |
|
|
2025
Q1 | $36.4M | Sell |
69,475
-2,772
| -4% | -$1.45M | 0.97% | 29 |
|
|
2024
Q4 | $36.5M | Sell |
72,247
-7,292
| -9% | -$3.69M | 0.93% | 31 |
|
|
2024
Q3 | $46.5M | Sell |
79,539
-23
| -0% | -$13.4K | 1.14% | 21 |
|
|
2024
Q2 | $40.5M | Buy |
79,562
+9,819
| +14% | +$5M | 1.05% | 24 |
|
|
2024
Q1 | $34.5M | Sell |
69,743
-1,480
| -2% | -$732K | 0.89% | 30 |
|
|
2023
Q4 | $37.5M | Sell |
71,223
-1,503
| -2% | -$791K | 1.03% | 24 |
|
|
2023
Q3 | $36.7M | Buy |
72,726
+6,360
| +10% | +$3.21M | 1.1% | 18 |
|
|
2023
Q2 | $31.9M | Buy |
+66,366
| New | +$31.9M | 0.94% | 29 |
|
|
2023
Q1 | – | Sell |
-64,518
| Closed | -$34.2M | – | 30 |
|
|
2022
Q4 | $34.2M | Sell |
64,518
-4,003
| -6% | -$2.12M | 1.12% | 23 |
|
|
2022
Q3 | $34.6M | Sell |
68,521
-7,348
| -10% | -$3.71M | 1.16% | 17 |
|
|
2022
Q2 | $39M | Buy |
+75,869
| New | +$39M | 1.23% | 14 |
|
|
2022
Q1 | – | Sell |
-110,276
| Closed | -$55.4M | – | 18 |
|
|
2021
Q4 | $55.4M | Buy |
+110,276
| New | +$55.4M | 1.51% | 15 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 29 |
|
|
2021
Q2 | – | Sell |
-123,405
| Closed | -$45.9M | – | 30 |
|
|
2021
Q1 | $45.9M | Buy |
123,405
+16,836
| +16% | +$6.26M | 1.84% | 16 |
|
|
2020
Q4 | $37.4M | Sell |
106,569
-3,663
| -3% | -$1.28M | 1.89% | 23 |
|
|
2020
Q3 | $34.4M | Sell |
110,232
-1,650
| -1% | -$514K | 2.02% | 27 |
|
|
2020
Q2 | $33M | Sell |
111,882
-351
| -0.3% | -$104K | 2.22% | 20 |
|
|
2020
Q1 | $28M | Sell |
112,233
-15,726
| -12% | -$3.92M | 2.34% | 18 |
|
|
2019
Q4 | $37.6M | Sell |
127,959
-1,356
| -1% | -$399K | 2.84% | 7 |
|
|
2019
Q3 | $28.1M | Sell |
129,315
-6,997
| -5% | -$1.52M | 2.3% | 26 |
|
|
2019
Q2 | $33.3M | Sell |
136,312
-6,453
| -5% | -$1.57M | 2.89% | 23 |
|
|
2019
Q1 | $35.3M | Buy |
142,765
+11,286
| +9% | +$2.79M | 3.32% | 17 |
|
|
2018
Q4 | $32.8M | Sell |
131,479
-17,010
| -11% | -$4.24M | 3.51% | 13 |
|
|
2018
Q3 | $39.5M | Sell |
148,489
-3,108
| -2% | -$827K | 3.78% | 13 |
|
|
2018
Q2 | $37.2M | Sell |
151,597
-52,950
| -26% | -$13M | 3.86% | 14 |
|
|
2018
Q1 | $43.8M | Sell |
204,547
-12,246
| -6% | -$2.62M | 4.12% | 11 |
|
|
2017
Q4 | $47.8M | Sell |
216,793
-44,993
| -17% | -$9.92M | 4.42% | 7 |
|
|
2017
Q3 | $51.3M | Sell |
261,786
-45,556
| -15% | -$8.92M | 4.5% | 10 |
|
|
2017
Q2 | $57M | Sell |
307,342
-27,244
| -8% | -$5.05M | 4.87% | 2 |
|
|
2017
Q1 | $54.9M | Sell |
334,586
-97,685
| -23% | -$16M | 4.58% | 17 |
|
|
2016
Q4 | $69.2M | Sell |
432,271
-68,046
| -14% | -$10.9M | 5.52% | 1 |
|
|
2016
Q3 | $70M | Sell |
500,317
-171,139
| -25% | -$24M | 5.02% | 3 |
|
|
2016
Q2 | $94.8M | Buy |
+671,456
| New | +$94.8M | 5.03% | 6 |
|