WSTAM
Wilbanks Smith & Thomas Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14.1M | Buy |
28,553
+671
| +2% | +$332K | 0.4% | 59 |
|
|
2023
Q4 | $14.7M | Buy |
27,882
+903
| +3% | +$475K | 0.45% | 57 |
|
|
2023
Q3 | $13.6M | Buy |
26,979
+126
| +0.5% | +$63.5K | 0.47% | 52 |
|
|
2023
Q2 | $12.9M | Sell |
26,853
-1,661
| -6% | -$798K | 0.43% | 59 |
|
|
2023
Q1 | $13.5M | Sell |
28,514
-1,095
| -4% | -$517K | 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% | +$182K | 0.63% | 30 |
|
|
2022
Q2 | $14.7M | Sell |
28,703
-32
| -0.1% | -$16.4K | 0.62% | 30 |
|
|
2022
Q1 | $14.4M | Buy |
28,735
+117
| +0.4% | +$58.5K | 0.57% | 33 |
|
|
2021
Q4 | $14.4M | Buy |
28,618
+357
| +1% | +$179K | 0.5% | 45 |
|
|
2021
Q3 | $11M | Buy |
28,261
+770
| +3% | +$301K | 0.43% | 61 |
|
|
2021
Q2 | $11M | Buy |
27,491
+1,212
| +5% | +$485K | 0.43% | 57 |
|
|
2021
Q1 | $9.78M | Buy |
26,279
+1,865
| +8% | +$694K | 0.42% | 56 |
|
|
2020
Q4 | $8.56M | Buy |
24,414
+1,356
| +6% | +$475K | 0.4% | 62 |
|
|
2020
Q3 | $7.19M | Buy |
23,058
+1,259
| +6% | +$393K | 0.39% | 62 |
|
|
2020
Q2 | $6.43M | Buy |
21,799
+2,093
| +11% | +$617K | 0.39% | 56 |
|
|
2020
Q1 | $4.92M | Buy |
19,706
+2,255
| +13% | +$562K | 0.36% | 57 |
|
|
2019
Q4 | $5.13M | Buy |
17,451
+1,077
| +7% | +$317K | 0.3% | 70 |
|
|
2019
Q3 | $3.56M | Buy |
16,374
+605
| +4% | +$131K | 0.22% | 99 |
|
|
2019
Q2 | $3.85M | Buy |
15,769
+1,436
| +10% | +$350K | 0.25% | 91 |
|
|
2019
Q1 | $3.54M | Buy |
14,333
+1,623
| +13% | +$401K | 0.23% | 96 |
|
|
2018
Q4 | $3.17M | Buy |
12,710
+9,872
| +348% | +$2.46M | 0.22% | 82 |
|
|
2018
Q3 | $755K | Sell |
2,838
-357
| -11% | -$95K | 0.05% | 191 |
|
|
2018
Q2 | $784K | Buy |
3,195
+227
| +8% | +$55.7K | 0.06% | 156 |
|
|
2018
Q1 | $635K | Buy |
2,968
+146
| +5% | +$31.2K | 0.05% | 169 |
|
|
2017
Q4 | $622K | Buy |
2,822
+50
| +2% | +$11K | 0.05% | 173 |
|
|
2017
Q3 | $543K | Buy |
2,772
+270
| +11% | +$52.9K | 0.05% | 187 |
|
|
2017
Q2 | $464K | Sell |
2,502
-70
| -3% | -$13K | 0.04% | 190 |
|
|
2017
Q1 | $422K | Sell |
2,572
-54
| -2% | -$8.86K | 0.04% | 190 |
|
|
2016
Q4 | $420K | Buy |
2,626
+1,062
| +68% | +$170K | 0.04% | 182 |
|
|
2016
Q3 | $219K | Buy |
+1,564
| New | +$219K | 0.02% | 261 |
|