Westside Investment 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 | $1.25M | Buy |
4,016
+589
| +17% | +$184K | 0.23% | 101 |
|
|
2025
Q1 | $1.79M | Buy |
3,427
+217
| +7% | +$114K | 0.38% | 67 |
|
|
2024
Q4 | $1.62M | Buy |
3,210
+451
| +16% | +$228K | 0.34% | 74 |
|
|
2024
Q3 | $1.61M | Sell |
2,759
-8
| -0.3% | -$4.68K | 0.34% | 77 |
|
|
2024
Q2 | $1.41M | Buy |
2,767
+784
| +40% | +$399K | 0.32% | 79 |
|
|
2024
Q1 | $981K | Sell |
1,983
-321
| -14% | -$159K | 0.24% | 108 |
|
|
2023
Q4 | $1.21M | Sell |
2,304
-70
| -3% | -$36.9K | 0.31% | 86 |
|
|
2023
Q3 | $1.2M | Sell |
2,374
-66
| -3% | -$33.3K | 0.34% | 76 |
|
|
2023
Q2 | $1.17M | Buy |
2,440
+37
| +2% | +$17.8K | 0.33% | 78 |
|
|
2023
Q1 | $1.14M | Sell |
2,403
-141
| -6% | -$66.6K | 0.33% | 80 |
|
|
2022
Q4 | $1.35K | Sell |
2,544
-134
| -5% | -$71 | ﹤0.01% | 247 |
|
|
2022
Q3 | $1.35K | Sell |
2,678
-76
| -3% | -$38 | ﹤0.01% | 255 |
|
|
2022
Q2 | $1.41K | Sell |
2,754
-111
| -4% | -$57 | ﹤0.01% | 250 |
|
|
2022
Q1 | $1.46K | Sell |
2,865
-174
| -6% | -$89 | ﹤0.01% | 255 |
|
|
2021
Q4 | $1.53K | Sell |
3,039
-2
| -0.1% | -$1 | ﹤0.01% | 245 |
|
|
2021
Q3 | $1.19K | Sell |
3,041
-72
| -2% | -$28 | ﹤0.01% | 246 |
|
|
2021
Q2 | $1.25K | Sell |
3,113
-179
| -5% | -$72 | ﹤0.01% | 238 |
|
|
2021
Q1 | $1.22K | Sell |
3,292
-10
| -0.3% | -$4 | ﹤0.01% | 230 |
|
|
2020
Q4 | $1.16K | Sell |
3,302
-214
| -6% | -$75 | ﹤0.01% | 189 |
|
|
2020
Q3 | $1.1K | Sell |
3,516
-23
| -0.6% | -$7 | ﹤0.01% | 199 |
|
|
2020
Q2 | $1.04K | Sell |
3,539
-55
| -2% | -$16 | ﹤0.01% | 178 |
|
|
2020
Q1 | $896 | Buy |
+3,594
| New | +$896 | ﹤0.01% | 186 |
|
|
2019
Q2 | $792 | Buy |
+3,247
| New | +$792 | ﹤0.01% | 127 |
|
|
2018
Q4 | $540K | Sell |
2,169
-199
| -8% | -$49.6K | 0.2% | 85 |
|
|
2018
Q3 | $637K | Sell |
2,368
-8
| -0.3% | -$2.15K | 0.2% | 74 |
|
|
2018
Q2 | $588K | Buy |
2,376
+29
| +1% | +$7.18K | 0.21% | 75 |
|
|
2018
Q1 | $510K | Sell |
2,347
-14
| -0.6% | -$3.04K | 0.28% | 77 |
|
|
2017
Q4 | $531K | Sell |
2,361
-42
| -2% | -$9.44K | 0.29% | 75 |
|
|
2017
Q3 | $472K | Buy |
2,403
+37
| +2% | +$7.26K | 0.28% | 79 |
|
|
2017
Q2 | $442K | Hold |
2,366
| – | – | 0.29% | 83 |
|
|
2017
Q1 | $391K | Buy |
2,366
+1,190
| +101% | +$197K | 0.19% | 81 |
|
|
2016
Q4 | $190K | Buy |
+1,176
| New | +$190K | 0.13% | 96 |
|