Whalerock Point Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
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|
2025
Q1 | $7.11M | Buy |
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|
2024
Q4 | $6.69M | Buy |
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|
2024
Q3 | $7.61M | Buy |
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|
2024
Q2 | $6.34M | Buy |
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|
2024
Q1 | $5.98M | Buy |
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|
2023
Q4 | $6.07M | Sell |
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|
2023
Q3 | $5.93M | Buy |
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|
2023
Q2 | $5.47M | Buy |
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|
2023
Q1 | $4.98M | Buy |
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|
2022
Q4 | $5.25M | Sell |
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|
2022
Q3 | $5.08M | Buy |
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|
2022
Q2 | $4.98M | Buy |
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|
2022
Q1 | $4.8M | Buy |
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|
2021
Q4 | $4.63M | Buy |
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|
2021
Q3 | $3.59M | Buy |
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|
2021
Q2 | $3.62M | Buy |
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|
2021
Q1 | $3.36M | Sell |
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|
2020
Q4 | $3.33M | Buy |
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|
2020
Q3 | $2.98M | Sell |
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|
2020
Q2 | $2.83M | Buy |
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|
2020
Q1 | $2.3M | Sell |
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|
2019
Q4 | $2.77M | Buy |
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|
2019
Q3 | $2.02M | Buy |
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|
2019
Q2 | $1.97M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $595K | Hold |
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|
2018
Q1 | $519K | Buy |
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|
2017
Q4 | $503K | Buy |
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|
2017
Q3 | $428K | Hold |
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|
2017
Q2 | $406K | Hold |
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|
2017
Q1 | $358K | Buy |
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|
2016
Q4 | $329K | Hold |
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|
2016
Q3 | $288K | Buy |
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|
2016
Q1 | $261K | Sell |
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|
2015
Q4 | $271K | Sell |
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|
2015
Q3 | $272K | Hold |
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|
2015
Q2 | $286K | Buy |
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|
2015
Q1 | $272K | Hold |
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|
2014
Q4 | $232K | Buy |
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