Willner & Heller’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
2,297
-1,313
| -36% | -$410K | 0.6% | 51 |
|
|
2025
Q1 | $1.89M | Sell |
3,610
-110
| -3% | -$57.6K | 1.75% | 8 |
|
|
2024
Q4 | $1.88M | Buy |
3,720
+10
| +0.3% | +$5.06K | 1.65% | 12 |
|
|
2024
Q3 | $2.17M | Buy |
3,710
+13
| +0.4% | +$7.6K | 1.93% | 7 |
|
|
2024
Q2 | $1.88M | Sell |
3,697
-51
| -1% | -$26K | 1.8% | 8 |
|
|
2024
Q1 | $1.85M | Buy |
3,748
+4
| +0.1% | +$1.98K | 1.85% | 8 |
|
|
2023
Q4 | $1.97M | Buy |
+3,744
| New | +$1.97M | 2.2% | 7 |
|
|
2022
Q4 | $1.89M | Sell |
3,556
-24
| -0.7% | -$12.7K | 2.68% | 3 |
|
|
2022
Q3 | $1.81M | Buy |
3,580
+10
| +0.3% | +$5.05K | 2.92% | 3 |
|
|
2022
Q2 | $1.83M | Buy |
3,570
+67
| +2% | +$34.4K | 2.85% | 4 |
|
|
2022
Q1 | $1.76M | Sell |
3,503
-24
| -0.7% | -$12.1K | 2.16% | 6 |
|
|
2021
Q4 | $1.38M | Buy |
+3,527
| New | +$1.38M | 1.83% | 6 |
|