Western Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
8,855
+299
| +3% | +$93.3K | 0.16% | 123 |
|
|
2025
Q1 | $4.48M | Buy |
8,556
+109
| +1% | +$57.1K | 0.3% | 74 |
|
|
2024
Q4 | $4.27M | Sell |
8,447
-3,313
| -28% | -$1.68M | 0.28% | 72 |
|
|
2024
Q3 | $6.88M | Buy |
11,760
+3,295
| +39% | +$1.93M | 0.39% | 49 |
|
|
2024
Q2 | $4.31M | Buy |
8,465
+179
| +2% | +$91.2K | 0.32% | 62 |
|
|
2024
Q1 | $4.1M | Sell |
8,286
-2,945
| -26% | -$1.46M | 0.32% | 64 |
|
|
2023
Q4 | $5.91M | Sell |
11,231
-44
| -0.4% | -$23.2K | 0.43% | 46 |
|
|
2023
Q3 | $5.68M | Buy |
11,275
+939
| +9% | +$473K | 0.48% | 38 |
|
|
2023
Q2 | $4.97M | Buy |
10,336
+278
| +3% | +$134K | 0.42% | 41 |
|
|
2023
Q1 | $4.75M | Sell |
10,058
-169
| -2% | -$79.9K | 0.44% | 43 |
|
|
2022
Q4 | $5.42M | Sell |
10,227
-6,820
| -40% | -$3.62M | 0.55% | 35 |
|
|
2022
Q3 | $8.74M | Buy |
17,047
+2,442
| +17% | +$1.25M | 0.5% | 37 |
|
|
2022
Q2 | $7.52M | Buy |
14,605
+1,431
| +11% | +$737K | 0.43% | 45 |
|
|
2022
Q1 | $6.72M | Buy |
13,174
+7,061
| +116% | +$3.6M | 0.33% | 64 |
|
|
2021
Q4 | $3.09M | Buy |
+6,113
| New | +$3.09M | 0.3% | 69 |
|
|
2021
Q2 | $3.05M | Buy |
7,622
+3,091
| +68% | +$1.24M | 0.31% | 69 |
|
|
2021
Q1 | $1.69M | Sell |
4,531
-2,244
| -33% | -$835K | 0.23% | 101 |
|
|
2020
Q4 | $2.38M | Buy |
6,775
+326
| +5% | +$114K | 0.35% | 65 |
|
|
2020
Q3 | $2.01M | Buy |
6,449
+239
| +4% | +$74.5K | 0.33% | 68 |
|
|
2020
Q2 | $1.83M | Buy |
6,210
+343
| +6% | +$101K | 0.33% | 69 |
|
|
2020
Q1 | $1.46M | Buy |
5,867
+325
| +6% | +$80.6K | 0.33% | 74 |
|
|
2019
Q4 | $1.63M | Buy |
5,542
+976
| +21% | +$287K | 0.25% | 94 |
|
|
2019
Q3 | $997K | Buy |
4,566
+303
| +7% | +$66.2K | 0.21% | 118 |
|
|
2019
Q2 | $1.04M | Sell |
4,263
-2,248
| -35% | -$548K | 0.14% | 128 |
|
|
2019
Q1 | $1.61M | Buy |
6,511
+333
| +5% | +$82.1K | 0.36% | 67 |
|
|
2018
Q4 | $1.53M | Buy |
+6,178
| New | +$1.53M | 0.41% | 53 |
|