Wilbanks Smith & Thomas Asset Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$14.1M	Buy	28,553 +671	+2%	+$341K	0.4%	59
2023 Q4	$14.7M	Buy	27,882 +903	+3%	+$482K	0.45%	57
2023 Q3	$13.6M	Buy	26,979 +126	+0.5%	+$62K	0.47%	52
2023 Q2	$12.9M	Sell	26,853 -1,661	-6%	-$812K	0.43%	59
2023 Q1	$13.5M	Sell	28,514 -1,095	-4%	-$528K	0.47%	54
2022 Q4	$15.7M	Buy	29,609 +546	+2%	+$289K	0.6%	36
2022 Q3	$14.7M	Buy	29,063 +360	+1%	+$189K	0.63%	30
2022 Q2	$14.7M	Sell	28,703 -32	-0.1%	-$16.1K	0.62%	30
2022 Q1	$14.4M	Buy	28,735 +117	+0.4%	+$56.4K	0.57%	33
2021 Q4	$14.4M	Buy	28,618 +357	+1%	+$162K	0.5%	45
2021 Q3	$11M	Buy	28,261 +770	+3%	+$319K	0.43%	61
2021 Q2	$11M	Buy	27,491 +1,212	+5%	+$483K	0.43%	57
2021 Q1	$9.78M	Buy	26,279 +1,865	+8%	+$646K	0.42%	56
2020 Q4	$8.56M	Buy	24,414 +1,356	+6%	+$455K	0.4%	62
2020 Q3	$7.19M	Buy	23,058 +1,259	+6%	+$387K	0.39%	62
2020 Q2	$6.43M	Buy	21,799 +2,093	+11%	+$600K	0.39%	56
2020 Q1	$4.92M	Buy	19,706 +2,255	+13%	+$621K	0.36%	57
2019 Q4	$5.13M	Buy	17,451 +1,077	+7%	+$282K	0.3%	70
2019 Q3	$3.56M	Buy	16,374 +605	+4%	+$146K	0.22%	99
2019 Q2	$3.85M	Buy	15,769 +1,436	+10%	+$345K	0.25%	91
2019 Q1	$3.54M	Buy	14,333 +1,623	+13%	+$414K	0.23%	96
2018 Q4	$3.17M	Buy	12,710 +9,872	+348%	+$2.61M	0.22%	82
2018 Q3	$755K	Sell	2,838 -357	-11%	-$92.9K	0.05%	191
2018 Q2	$784K	Buy	3,195 +227	+8%	+$54.5K	0.06%	156
2018 Q1	$635K	Buy	2,968 +146	+5%	+$33.3K	0.05%	169
2017 Q4	$622K	Buy	2,822 +50	+2%	+$10.6K	0.05%	173
2017 Q3	$543K	Buy	2,772 +270	+11%	+$52.2K	0.05%	187
2017 Q2	$464K	Sell	2,502 -70	-3%	-$12.3K	0.04%	190
2017 Q1	$422K	Sell	2,572 -54	-2%	-$8.84K	0.04%	190
2016 Q4	$420K	Buy	2,626 +1,062	+68%	+$159K	0.04%	182
2016 Q3	$219K	Buy	+1,564	New	+$219K	0.02%	261