Westmount Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
1,057
+418
| +65% | +$130K | 0.09% | 177 |
|
|
2025
Q1 | $334K | Sell |
639
-57
| -8% | -$29.8K | 0.1% | 169 |
|
|
2024
Q4 | $352K | Sell |
696
-10
| -1% | -$5.06K | 0.11% | 150 |
|
|
2024
Q3 | $413K | Sell |
706
-17
| -2% | -$9.94K | 0.12% | 135 |
|
|
2024
Q2 | $357K | Sell |
723
-46
| -6% | -$22.7K | 0.12% | 139 |
|
|
2024
Q1 | $381K | Sell |
769
-92
| -11% | -$45.5K | 0.14% | 141 |
|
|
2023
Q4 | $453K | Sell |
861
-17
| -2% | -$8.95K | 0.19% | 113 |
|
|
2023
Q3 | $443K | Buy |
878
+7
| +0.8% | +$3.53K | 0.2% | 117 |
|
|
2023
Q2 | $419K | Buy |
871
+38
| +5% | +$18.3K | 0.18% | 114 |
|
|
2023
Q1 | $394K | Buy |
833
+12
| +1% | +$5.67K | 0.18% | 118 |
|
|
2022
Q4 | $435K | Buy |
+821
| New | +$435K | 0.23% | 104 |
|