Wharton Business Group’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-504	Closed	-$264K	–	143
2025 Q1	$264K	Hold	504	–	–	0.01%	122
2024 Q4	$255K	Hold	504	–	–	0.01%	121
2024 Q3	$295K	Hold	504	–	–	0.01%	123
2024 Q2	$257K	Hold	504	–	–	0.01%	124
2024 Q1	$249K	Hold	504	–	–	0.01%	122
2023 Q4	$265K	Sell	504 -500	-50%	-$263K	0.01%	117
2023 Q3	$506K	Hold	1,004	–	–	0.03%	94
2023 Q2	$483K	Hold	1,004	–	–	0.03%	90
2023 Q1	$474K	Hold	1,004	–	–	0.03%	93
2022 Q4	$532K	Hold	1,004	–	–	0.03%	90
2022 Q3	$507K	Hold	1,004	–	–	0.03%	85
2022 Q2	$516K	Hold	1,004	–	–	0.03%	83
2022 Q1	$512K	Hold	1,004	–	–	0.03%	87
2021 Q4	$504K	Hold	1,004	–	–	0.03%	94
2021 Q3	$392K	Hold	1,004	–	–	0.04%	52
2021 Q2	$402K	Hold	1,004	–	–	0.03%	90
2021 Q1	$374K	Hold	1,004	–	–	0.03%	93
2020 Q4	$352K	Buy	1,004 +18	+2%	+$6.31K	0.03%	91
2020 Q3	$307K	Hold	986	–	–	0.03%	89
2020 Q2	$291K	Sell	986 -28	-3%	-$8.26K	0.03%	91
2020 Q1	$253K	Sell	1,014 -22	-2%	-$5.49K	0.03%	89
2019 Q4	$305K	Hold	1,036	–	–	0.03%	91
2019 Q3	$225K	Hold	1,036	–	–	0.02%	93
2019 Q2	$253K	Buy	1,036 +28	+3%	+$6.84K	0.03%	89
2019 Q1	$249K	Sell	1,008 -12	-1%	-$2.96K	0.03%	89
2018 Q4	$254K	Hold	1,020	–	–	0.03%	86
2018 Q3	$271K	Hold	1,020	–	–	0.03%	90
2018 Q2	$250K	Buy	1,020 +12	+1%	+$2.94K	0.03%	92
2018 Q1	$216K	Hold	1,008	–	–	0.02%	95
2017 Q4	$222K	Buy	+1,008	New	+$222K	0.02%	100