Wilson & Boucher Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Buy |
2,710
+186
| +7% | +$58K | 0.59% | 48 |
|
|
2025
Q1 | $1.32M | Sell |
2,524
-155
| -6% | -$81.2K | 0.98% | 27 |
|
|
2024
Q4 | $1.36M | Hold |
2,679
| – | – | 0.96% | 27 |
|
|
2024
Q3 | $1.57M | Hold |
2,679
| – | – | 1.08% | 24 |
|
|
2024
Q2 | $1.36M | Hold |
2,679
| – | – | 1.05% | 25 |
|
|
2024
Q1 | $1.33M | Buy |
2,679
+90
| +3% | +$44.5K | 1.04% | 25 |
|
|
2023
Q4 | $1.36M | Hold |
2,589
| – | – | 1.15% | 24 |
|
|
2023
Q3 | $1.31M | Buy |
2,589
+75
| +3% | +$37.8K | 1.24% | 22 |
|
|
2023
Q2 | $1.21M | Sell |
2,514
-40
| -2% | -$19.2K | 1.09% | 26 |
|
|
2023
Q1 | $1.21M | Buy |
2,554
+97
| +4% | +$45.8K | 1.16% | 25 |
|
|
2022
Q4 | $1.3M | Buy |
2,457
+55
| +2% | +$29.2K | 1.34% | 26 |
|
|
2022
Q3 | $1.21M | Sell |
2,402
-10
| -0.4% | -$5.05K | 1.41% | 22 |
|
|
2022
Q2 | $1.24M | Sell |
2,412
-70
| -3% | -$36K | 1.36% | 21 |
|
|
2022
Q1 | $1.27M | Buy |
2,482
+15
| +0.6% | +$7.65K | 1.15% | 25 |
|
|
2021
Q4 | $1.24M | Buy |
+2,467
| New | +$1.24M | 1.12% | 29 |
|