WHG
Westwood Holdings Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
778
-279,586
| -100% | -$87.2M | ﹤0.01% | 435 |
|
|
2025
Q1 | $147M | Sell |
280,364
-11,250
| -4% | -$5.89M | 1.11% | 13 |
|
|
2024
Q4 | $148M | Buy |
291,614
+25,637
| +10% | +$13M | 1.14% | 12 |
|
|
2024
Q3 | $156M | Buy |
265,977
+32,496
| +14% | +$19M | 0.66% | 38 |
|
|
2024
Q2 | $119M | Buy |
233,481
+7,155
| +3% | +$3.64M | 0.56% | 44 |
|
|
2024
Q1 | $112M | Buy |
226,326
+17,170
| +8% | +$8.49M | 0.88% | 16 |
|
|
2023
Q4 | $110M | Sell |
209,156
-2,963
| -1% | -$1.56M | 0.93% | 16 |
|
|
2023
Q3 | $107M | Buy |
212,119
+5,041
| +2% | +$2.54M | 1% | 18 |
|
|
2023
Q2 | $99.5M | Buy |
207,078
+24,809
| +14% | +$11.9M | 0.89% | 20 |
|
|
2023
Q1 | $86.1M | Buy |
182,269
+12,045
| +7% | +$5.69M | 0.77% | 29 |
|
|
2022
Q4 | $90.2M | Sell |
170,224
-565
| -0.3% | -$300K | 0.79% | 27 |
|
|
2022
Q3 | $86.3M | Sell |
170,789
-95,672
| -36% | -$48.3M | 1.02% | 16 |
|
|
2022
Q2 | $137M | Buy |
266,461
+8,745
| +3% | +$4.49M | 1.49% | 3 |
|
|
2022
Q1 | $131M | Buy |
257,716
+2,740
| +1% | +$1.4M | 1.21% | 9 |
|
|
2021
Q4 | $128M | Buy |
254,976
+5,928
| +2% | +$2.98M | 1.15% | 10 |
|
|
2021
Q3 | $97.3M | Buy |
249,048
+25,772
| +12% | +$10.1M | 1.06% | 15 |
|
|
2021
Q2 | $89.4M | Buy |
223,276
+2,634
| +1% | +$1.05M | 0.91% | 24 |
|
|
2021
Q1 | $82.1M | Buy |
220,642
+55,292
| +33% | +$20.6M | 0.83% | 30 |
|
|
2020
Q4 | $58M | Sell |
165,350
-32,583
| -16% | -$11.4M | 0.67% | 44 |
|
|
2020
Q3 | $61.7M | Sell |
197,933
-6,660
| -3% | -$2.08M | 0.78% | 36 |
|
|
2020
Q2 | $60.3M | Sell |
204,593
-11,636
| -5% | -$3.43M | 0.8% | 35 |
|
|
2020
Q1 | $53.9M | Sell |
216,229
-22,378
| -9% | -$5.58M | 0.81% | 34 |
|
|
2019
Q4 | $70.1M | Sell |
238,607
-36,496
| -13% | -$10.7M | 0.75% | 33 |
|
|
2019
Q3 | $59.8M | Buy |
275,103
+8,952
| +3% | +$1.95M | 0.66% | 45 |
|
|
2019
Q2 | $64.9M | Sell |
266,151
-83,380
| -24% | -$20.3M | 0.71% | 40 |
|
|
2019
Q1 | $86.4M | Buy |
349,531
+6,676
| +2% | +$1.65M | 0.9% | 30 |
|
|
2018
Q4 | $85.4M | Sell |
342,855
-46,913
| -12% | -$11.7M | 0.98% | 27 |
|
|
2018
Q3 | $104M | Sell |
389,768
-1,615
| -0.4% | -$430K | 0.91% | 27 |
|
|
2018
Q2 | $96M | Buy |
391,383
+331,959
| +559% | +$81.4M | 0.81% | 33 |
|
|
2018
Q1 | $12.7M | Sell |
59,424
-3,914
| -6% | -$838K | 0.1% | 190 |
|
|
2017
Q4 | $14M | Sell |
63,338
-3,363
| -5% | -$741K | 0.11% | 178 |
|
|
2017
Q3 | $13.1M | Buy |
66,701
+5,753
| +9% | +$1.13M | 0.1% | 178 |
|
|
2017
Q2 | $11.3M | Buy |
60,948
+21,801
| +56% | +$4.04M | 0.09% | 180 |
|
|
2017
Q1 | $6.42M | Sell |
39,147
-973
| -2% | -$160K | 0.05% | 224 |
|
|
2016
Q4 | $6.42M | Buy |
40,120
+3,210
| +9% | +$514K | 0.05% | 232 |
|
|
2016
Q3 | $5.17M | Buy |
36,910
+11,925
| +48% | +$1.67M | 0.04% | 240 |
|
|
2016
Q2 | $3.53M | Sell |
24,985
-11,025
| -31% | -$1.56M | 0.03% | 258 |
|
|
2016
Q1 | $4.64M | Hold |
36,010
| – | – | 0.04% | 236 |
|
|
2015
Q4 | $4.24M | Sell |
36,010
-25,875
| -42% | -$3.04M | 0.04% | 240 |
|
|
2015
Q3 | $7.18M | Buy |
61,885
+21,450
| +53% | +$2.49M | 0.06% | 205 |
|
|
2015
Q2 | $4.93M | Sell |
40,435
-8,475
| -17% | -$1.03M | 0.04% | 233 |
|
|
2015
Q1 | $5.79M | Hold |
48,910
| – | – | 0.04% | 210 |
|
|
2014
Q4 | $4.94M | Buy |
48,910
+2,900
| +6% | +$293K | 0.04% | 227 |
|
|
2014
Q3 | $3.97M | Buy |
+46,010
| New | +$3.97M | 0.03% | 242 |
|