Winch Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
|
|||||
|
2025
Q1 | $354K | Buy |
|
|||||
|
2024
Q4 | $338K | Buy |
|
|||||
|
2024
Q3 | $365K | Buy |
|
|||||
|
2024
Q2 | $311K | Buy |
|
|||||
|
2024
Q1 | $296K | Buy |
|
|||||
|
2023
Q4 | $243K | Buy |
|
|||||
|
2023
Q3 | $194K | Buy |
|
|||||
|
2023
Q2 | $184K | Buy |
|
|||||
|
2023
Q1 | $147K | Hold |
|
|||||
|
2022
Q4 | $164K | Buy |
|
|||||
|
2022
Q3 | $137K | Buy |
|
|||||
|
2022
Q2 | $139K | Hold |
|
|||||
|
2022
Q1 | $138K | Sell |
|
|||||
|
2021
Q4 | $136K | Buy |
|
|||||
|
2021
Q3 | $106K | Buy |
|
|||||
|
2021
Q2 | $108K | Buy |
|
|||||
|
2021
Q1 | $100K | Buy |
|
|||||
|
2020
Q4 | $94K | Buy |
|
|||||
|
2020
Q3 | $78K | Buy |
|
|||||
|
2020
Q2 | $73K | Hold |
|
|||||
|
2020
Q1 | $62K | Sell |
|
|||||
|
2019
Q4 | $124K | Buy |
|
|||||
|
2019
Q3 | $91K | Buy |
|
|||||
|
2019
Q2 | $102K | Buy |
|
|||||
|
2019
Q1 | $87K | Buy |
|
|||||
|
2018
Q4 | $84K | Hold |
|
|||||
|
2018
Q3 | $89K | Buy |
|
|||||
|
2018
Q2 | $82K | Buy |
|
|||||
|
2018
Q1 | $72K | Hold |
|
|||||
|
2017
Q4 | $74K | Buy |
|
|||||
|
2017
Q3 | $65K | Buy |
|
|||||
|
2017
Q2 | $62K | Buy |
|
|||||
|
2017
Q1 | $54K | Hold |
|
|||||
|
2016
Q4 | $53K | Buy |
|
|||||
|
2016
Q3 | $22K | Buy |
|
|||||
|
2016
Q2 | $22K | Hold |
|
|||||
|
2016
Q1 | $20K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $384K | Buy |
|