WAM
WFA Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.7K | Sell |
186
-79
| -30% | -$40.2K | 0.05% | 74 |
|
|
2025
Q1 | $131K | Buy |
265
+78
| +42% | +$38.6K | 0.07% | 66 |
|
|
2024
Q4 | $94.8K | Hold |
187
| – | – | 0.05% | 80 |
|
|
2024
Q3 | $109K | Buy |
187
+1
| +0.5% | +$583 | 0.06% | 71 |
|
|
2024
Q2 | $94.7K | Sell |
186
-79
| -30% | -$40.2K | 0.05% | 74 |
|
|
2024
Q1 | $131K | Buy |
265
+81
| +44% | +$40.1K | 0.07% | 66 |
|
|
2023
Q4 | $97.1K | Sell |
184
-4
| -2% | -$2.11K | 0.05% | 69 |
|
|
2023
Q3 | $94.7K | Buy |
188
+5
| +3% | +$2.52K | 0.06% | 71 |
|
|
2023
Q2 | $88K | Buy |
183
+1
| +0.5% | +$481 | 0.05% | 75 |
|
|
2023
Q1 | $86.2K | Hold |
182
| – | – | 0.05% | 78 |
|
|
2022
Q4 | $96.3K | Sell |
182
-176
| -49% | -$93.2K | 0.06% | 72 |
|
|
2022
Q3 | $181K | Buy |
358
+1
| +0.3% | +$505 | 0.13% | 46 |
|
|
2022
Q2 | $183K | Buy |
357
+1
| +0.3% | +$514 | 0.13% | 48 |
|
|
2022
Q1 | $181K | Buy |
356
+1
| +0.3% | +$510 | 0.12% | 51 |
|
|
2021
Q4 | $178K | Buy |
+355
| New | +$178K | 0.12% | 51 |
|