WCA
Westover Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
2,457
-3,944
| -62% | -$1.23M | 0.15% | 114 |
|
|
2025
Q1 | $3.35M | Sell |
6,401
-13
| -0.2% | -$6.81K | 0.74% | 37 |
|
|
2024
Q4 | $3.24M | Sell |
6,414
-40
| -0.6% | -$20.2K | 0.71% | 32 |
|
|
2024
Q3 | $3.77M | Sell |
6,454
-151
| -2% | -$88.3K | 0.73% | 33 |
|
|
2024
Q2 | $3.36M | Sell |
6,605
-644
| -9% | -$328K | 0.87% | 27 |
|
|
2024
Q1 | $3.59M | Sell |
7,249
-324
| -4% | -$160K | 1.05% | 23 |
|
|
2023
Q4 | $3.99M | Buy |
7,573
+105
| +1% | +$55.3K | 1.3% | 19 |
|
|
2023
Q3 | $3.77M | Sell |
7,468
-471
| -6% | -$237K | 1.36% | 21 |
|
|
2023
Q2 | $3.82M | Sell |
7,939
-185
| -2% | -$88.9K | 1.33% | 24 |
|
|
2023
Q1 | $3.84M | Sell |
8,124
-190
| -2% | -$89.8K | 1.42% | 19 |
|
|
2022
Q4 | $4.41M | Buy |
8,314
+705
| +9% | +$374K | 1.74% | 15 |
|
|
2022
Q3 | $3.84M | Sell |
7,609
-14
| -0.2% | -$7.07K | 1.47% | 18 |
|
|
2022
Q2 | $3.92M | Buy |
7,623
+505
| +7% | +$259K | 1.44% | 20 |
|
|
2022
Q1 | $3.63M | Buy |
7,118
+141
| +2% | +$71.9K | 1.13% | 27 |
|
|
2021
Q4 | $3.5M | Buy |
6,977
+3,061
| +78% | +$1.54M | 1.02% | 28 |
|
|
2021
Q3 | $1.53M | Buy |
3,916
+60
| +2% | +$23.4K | 0.48% | 60 |
|
|
2021
Q2 | $1.54M | Sell |
3,856
-296
| -7% | -$119K | 0.5% | 60 |
|
|
2021
Q1 | $1.55M | Sell |
4,152
-7,467
| -64% | -$2.78M | 0.53% | 56 |
|
|
2020
Q4 | $4.08M | Sell |
11,619
-979
| -8% | -$343K | 1.47% | 25 |
|
|
2020
Q3 | $3.93M | Sell |
12,598
-153
| -1% | -$47.7K | 1.61% | 20 |
|
|
2020
Q2 | $3.76M | Sell |
12,751
-299
| -2% | -$88.2K | 1.76% | 18 |
|
|
2020
Q1 | $3.25M | Sell |
13,050
-566
| -4% | -$141K | 1.76% | 16 |
|
|
2019
Q4 | $4M | Sell |
13,616
-509
| -4% | -$150K | 1.79% | 20 |
|
|
2019
Q3 | $3.07M | Sell |
14,125
-235
| -2% | -$51.1K | 1.45% | 22 |
|
|
2019
Q2 | $3.5M | Sell |
14,360
-343
| -2% | -$83.7K | 1.73% | 19 |
|
|
2019
Q1 | $3.64M | Sell |
14,703
-895
| -6% | -$221K | 1.89% | 15 |
|
|
2018
Q4 | $3.89M | Buy |
15,598
+1,313
| +9% | +$327K | 2.43% | 8 |
|
|
2018
Q3 | $3.8M | Buy |
14,285
+226
| +2% | +$60.1K | 1.92% | 14 |
|
|
2018
Q2 | $3.45M | Buy |
14,059
+2,836
| +25% | +$696K | 1.86% | 17 |
|
|
2018
Q1 | $2.4M | Buy |
11,223
+4,703
| +72% | +$1.01M | 1.31% | 31 |
|
|
2017
Q4 | $1.44M | Buy |
6,520
+3,701
| +131% | +$816K | 0.79% | 47 |
|
|
2017
Q3 | $552K | Buy |
2,819
+1,494
| +113% | +$293K | 0.32% | 75 |
|
|
2017
Q2 | $246K | Buy |
+1,325
| New | +$246K | 0.16% | 101 |
|
|
2016
Q2 | – | Sell |
-2,566
| Closed | -$331K | – | 92 |
|
|
2016
Q1 | $331K | Sell |
2,566
-792
| -24% | -$102K | 0.28% | 74 |
|
|
2015
Q4 | $395K | Sell |
3,358
-244
| -7% | -$28.7K | 0.33% | 73 |
|
|
2015
Q3 | $418K | Hold |
3,602
| – | – | 0.36% | 69 |
|
|
2015
Q2 | $439K | Buy |
3,602
+1,170
| +48% | +$143K | 0.35% | 67 |
|
|
2015
Q1 | $288K | Sell |
2,432
-17
| -0.7% | -$2.01K | 0.23% | 79 |
|
|
2014
Q4 | $248K | Sell |
2,449
-184
| -7% | -$18.6K | 0.21% | 78 |
|
|
2014
Q3 | $227K | Sell |
2,633
-12,238
| -82% | -$1.06M | 0.19% | 84 |
|
|
2014
Q2 | $1.22M | Sell |
14,871
-7,225
| -33% | -$591K | 1.03% | 35 |
|
|
2014
Q1 | $1.81M | Sell |
22,096
-286
| -1% | -$23.5K | 1.69% | 24 |
|
|
2013
Q4 | $1.69M | Sell |
22,382
-1,082
| -5% | -$81.5K | 1.61% | 29 |
|
|
2013
Q3 | $1.68M | Sell |
23,464
-4,431
| -16% | -$317K | 1.74% | 28 |
|
|
2013
Q2 | $1.83M | Buy |
+27,895
| New | +$1.83M | 1.79% | 27 |
|