Westfield Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.8M | Sell |
230,033
-6,141
| -3% | -$1.92M | 0.3% | 94 |
|
|
2025
Q1 | $124M | Sell |
236,174
-92,890
| -28% | -$48.7M | 0.6% | 45 |
|
|
2024
Q4 | $166M | Buy |
329,064
+140,934
| +75% | +$71.3M | 0.72% | 30 |
|
|
2024
Q3 | $110M | Sell |
188,130
-16,324
| -8% | -$9.54M | 0.5% | 58 |
|
|
2024
Q2 | $104M | Sell |
204,454
-222,183
| -52% | -$113M | 0.51% | 58 |
|
|
2024
Q1 | $211M | Sell |
426,637
-8,440
| -2% | -$4.18M | 1.11% | 16 |
|
|
2023
Q4 | $229M | Buy |
435,077
+4,275
| +1% | +$2.25M | 1.34% | 12 |
|
|
2023
Q3 | $217M | Buy |
430,802
+5,095
| +1% | +$2.57M | 1.48% | 10 |
|
|
2023
Q2 | $205M | Sell |
425,707
-16,661
| -4% | -$8.01M | 1.3% | 13 |
|
|
2023
Q1 | $209M | Buy |
442,368
+66,577
| +18% | +$31.5M | 1.48% | 8 |
|
|
2022
Q4 | $199M | Buy |
375,791
+320,594
| +581% | +$170M | 1.54% | 8 |
|
|
2022
Q3 | $27.9M | Buy |
55,197
+6,327
| +13% | +$3.2M | 0.22% | 152 |
|
|
2022
Q2 | $25.1M | Buy |
48,870
+48,050
| +5,860% | +$24.7M | 0.2% | 155 |
|
|
2022
Q1 | $418K | Buy |
820
+25
| +3% | +$12.7K | ﹤0.01% | 230 |
|
|
2021
Q4 | $399K | Sell |
795
-56,219
| -99% | -$28.2M | ﹤0.01% | 242 |
|
|
2021
Q3 | $22.3M | Buy |
+57,014
| New | +$22.3M | 0.13% | 167 |
|
|
2019
Q4 | – | Sell |
-2,845
| Closed | -$618K | – | 253 |
|
|
2019
Q3 | $618K | Sell |
2,845
-300,278
| -99% | -$65.2M | ﹤0.01% | 221 |
|
|
2019
Q2 | $74M | Sell |
303,123
-491,734
| -62% | -$120M | 0.56% | 62 |
|
|
2019
Q1 | $197M | Sell |
794,857
-61,232
| -7% | -$15.1M | 1.5% | 8 |
|
|
2018
Q4 | $213M | Buy |
856,089
+160,404
| +23% | +$40M | 1.82% | 4 |
|
|
2018
Q3 | $185M | Sell |
695,685
-11,160
| -2% | -$2.97M | 1.3% | 16 |
|
|
2018
Q2 | $173M | Sell |
706,845
-5,247
| -0.7% | -$1.29M | 1.29% | 13 |
|
|
2018
Q1 | $152M | Buy |
+712,092
| New | +$152M | 1.17% | 16 |
|
|
2017
Q4 | – | Sell |
-708,357
| Closed | -$139M | – | 267 |
|
|
2017
Q3 | $139M | Sell |
708,357
-1,869
| -0.3% | -$366K | 1.07% | 16 |
|
|
2017
Q2 | $132M | Sell |
710,226
-65,109
| -8% | -$12.1M | 1.12% | 16 |
|
|
2017
Q1 | $127M | Buy |
775,335
+174,910
| +29% | +$28.7M | 1.09% | 18 |
|
|
2016
Q4 | $96.1M | Sell |
600,425
-62,072
| -9% | -$9.93M | 0.84% | 29 |
|
|
2016
Q3 | $92.8M | Buy |
662,497
+628,837
| +1,868% | +$88M | 0.75% | 43 |
|
|
2016
Q2 | $4.75M | Buy |
+33,660
| New | +$4.75M | 0.04% | 222 |
|
|
2014
Q3 | – | Sell |
-2,640
| Closed | -$216K | – | 323 |
|
|
2014
Q2 | $216K | Hold |
2,640
| – | – | ﹤0.01% | 311 |
|
|
2014
Q1 | $216K | Buy |
+2,640
| New | +$216K | ﹤0.01% | 322 |
|
|
2013
Q4 | – | Sell |
-3,200
| Closed | -$229K | – | 358 |
|
|
2013
Q3 | $229K | Hold |
3,200
| – | – | ﹤0.01% | 339 |
|
|
2013
Q2 | $210K | Buy |
+3,200
| New | +$210K | ﹤0.01% | 347 |
|