Wharton Business Group’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 | – | Sell |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $295K | Hold |
|
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $249K | Hold |
|
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $506K | Hold |
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|
2023
Q2 | $483K | Hold |
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|
2023
Q1 | $474K | Hold |
|
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|
2022
Q4 | $532K | Hold |
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|
2022
Q3 | $507K | Hold |
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|
2022
Q2 | $516K | Hold |
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|
2022
Q1 | $512K | Hold |
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|
2021
Q4 | $504K | Hold |
|
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $307K | Hold |
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|
2020
Q2 | $291K | Sell |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $305K | Hold |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $253K | Buy |
|
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $254K | Hold |
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|
2018
Q3 | $271K | Hold |
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|
2018
Q2 | $250K | Buy |
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|
2018
Q1 | $216K | Hold |
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|
2017
Q4 | $222K | Buy |
|