Wilmington Savings Fund Society’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.3M | Sell |
26,613
-2,542
| -9% | -$793K | 0.15% | 121 |
|
|
2025
Q1 | $15.3M | Sell |
29,155
-2,013
| -6% | -$1.05M | 0.29% | 76 |
|
|
2024
Q4 | $15.8M | Buy |
31,168
+2,282
| +8% | +$1.15M | 0.28% | 74 |
|
|
2024
Q3 | $16.9M | Buy |
28,886
+19,566
| +210% | +$11.4M | 0.3% | 68 |
|
|
2024
Q2 | $4.75M | Buy |
9,320
+98
| +1% | +$49.9K | 0.18% | 112 |
|
|
2024
Q1 | $4.56M | Buy |
+9,222
| New | +$4.56M | 0.18% | 118 |
|
|
2023
Q3 | $4.67M | Sell |
9,269
-42
| -0.5% | -$21.2K | 0.21% | 109 |
|
|
2023
Q2 | $4.48M | Sell |
9,311
-170
| -2% | -$81.7K | 0.19% | 118 |
|
|
2023
Q1 | $4.48M | Sell |
9,481
-264
| -3% | -$125K | 0.2% | 114 |
|
|
2022
Q4 | $5.17M | Sell |
9,745
-727
| -7% | -$385K | 0.23% | 106 |
|
|
2022
Q3 | $5.29M | Sell |
10,472
-297
| -3% | -$150K | 0.26% | 97 |
|
|
2022
Q2 | $5.53M | Buy |
10,769
+77
| +0.7% | +$39.5K | 0.25% | 101 |
|
|
2022
Q1 | $5.45M | Sell |
10,692
-691
| -6% | -$352K | 0.21% | 109 |
|
|
2021
Q4 | $5.72M | Sell |
11,383
-1,084
| -9% | -$544K | 0.21% | 108 |
|
|
2021
Q3 | $4.87M | Sell |
12,467
-482
| -4% | -$188K | 0.19% | 113 |
|
|
2021
Q2 | $5.19M | Buy |
12,949
+634
| +5% | +$254K | 0.2% | 115 |
|
|
2021
Q1 | $4.58M | Buy |
12,315
+78
| +0.6% | +$29K | 0.18% | 118 |
|
|
2020
Q4 | $4.29M | Sell |
12,237
-1,769
| -13% | -$620K | 0.18% | 117 |
|
|
2020
Q3 | $4.37M | Buy |
14,006
+699
| +5% | +$218K | 0.2% | 113 |
|
|
2020
Q2 | $3.93M | Sell |
13,307
-486
| -4% | -$143K | 0.19% | 123 |
|
|
2020
Q1 | $3.44M | Buy |
13,793
+5,758
| +72% | +$1.44M | 0.2% | 118 |
|
|
2019
Q4 | $2.36M | Buy |
8,035
+614
| +8% | +$180K | 0.12% | 142 |
|
|
2019
Q3 | $1.61M | Buy |
7,421
+366
| +5% | +$79.6K | 0.09% | 156 |
|
|
2019
Q2 | $1.72M | Sell |
7,055
-3,744
| -35% | -$914K | 0.09% | 153 |
|
|
2019
Q1 | $2.67M | Buy |
10,799
+87
| +0.8% | +$21.5K | 0.15% | 143 |
|
|
2018
Q4 | $2.67M | Buy |
10,712
+730
| +7% | +$182K | 0.16% | 137 |
|
|
2018
Q3 | $2.66M | Sell |
9,982
-79
| -0.8% | -$21K | 0.14% | 145 |
|
|
2018
Q2 | $2.47M | Buy |
10,061
+2,235
| +29% | +$548K | 0.14% | 149 |
|
|
2018
Q1 | $1.68M | Sell |
7,826
-868
| -10% | -$186K | 0.1% | 166 |
|
|
2017
Q4 | $1.92M | Buy |
8,694
+370
| +4% | +$81.6K | 0.1% | 163 |
|
|
2017
Q3 | $1.63M | Buy |
8,324
+440
| +6% | +$86.2K | 0.09% | 178 |
|
|
2017
Q2 | $1.46M | Buy |
7,884
+209
| +3% | +$38.8K | 0.09% | 185 |
|
|
2017
Q1 | $1.26M | Sell |
7,675
-72
| -0.9% | -$11.8K | 0.08% | 186 |
|
|
2016
Q4 | $1.24M | Sell |
7,747
-562
| -7% | -$89.9K | 0.08% | 193 |
|
|
2016
Q3 | $1.16M | Sell |
8,309
-1,957
| -19% | -$274K | 0.07% | 194 |
|
|
2016
Q2 | $1.45M | Sell |
10,266
-1,136
| -10% | -$160K | 0.09% | 185 |
|
|
2016
Q1 | $1.47M | Sell |
11,402
-755
| -6% | -$97.3K | 0.09% | 184 |
|
|
2015
Q4 | $1.43M | Sell |
12,157
-145
| -1% | -$17.1K | 0.09% | 187 |
|
|
2015
Q3 | $1.43M | Sell |
12,302
-1,215
| -9% | -$141K | 0.09% | 185 |
|
|
2015
Q2 | $1.65M | Buy |
13,517
+446
| +3% | +$54.4K | 0.1% | 185 |
|
|
2015
Q1 | $1.55M | Buy |
13,071
+310
| +2% | +$36.7K | 0.09% | 188 |
|
|
2014
Q4 | $1.29M | Sell |
12,761
-100
| -0.8% | -$10.1K | 0.07% | 197 |
|
|
2014
Q3 | $1.11M | Hold |
12,861
| – | – | 0.06% | 217 |
|
|
2014
Q2 | $1.05M | Hold |
12,861
| – | – | 0.06% | 226 |
|
|
2014
Q1 | $1.06M | Buy |
12,861
+175
| +1% | +$14.4K | 0.06% | 225 |
|
|
2013
Q4 | $956K | Sell |
12,686
-70
| -0.5% | -$5.28K | 0.05% | 235 |
|
|
2013
Q3 | $913K | Sell |
12,756
-50
| -0.4% | -$3.58K | 0.06% | 229 |
|
|
2013
Q2 | $839K | Buy |
+12,806
| New | +$839K | 0.05% | 235 |
|