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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $415K | Sell |
1,534
-244
| -14% | -$72.7K | 0.09% | 82 |
|
|
2025
Q4 | $587K | Buy |
1,778
+48
| +3% | +$16.3K | 0.13% | 70 |
|
|
2025
Q3 | $597K | Buy |
1,730
+250
| +17% | +$75.6K | 0.13% | 67 |
|
|
2025
Q2 | $462K | Buy |
1,480
+804
| +119% | +$307K | 0.11% | 71 |
|
|
2025
Q1 | $354K | Buy |
676
+8
| +1% | +$4.09K | 0.09% | 76 |
|
|
2024
Q4 | $338K | Buy |
668
+44
| +7% | +$25K | 0.09% | 74 |
|
|
2024
Q3 | $365K | Buy |
624
+14
| +2% | +$7.92K | 0.1% | 72 |
|
|
2024
Q2 | $311K | Buy |
610
+11
| +2% | +$5.39K | 0.09% | 72 |
|
|
2024
Q1 | $296K | Buy |
599
+137
| +30% | +$69.6K | 0.09% | 71 |
|
|
2023
Q4 | $243K | Buy |
462
+78
| +20% | +$41.6K | 0.08% | 73 |
|
|
2023
Q3 | $194K | Buy |
384
+1
| +0.3% | +$492 | 0.07% | 76 |
|
|
2023
Q2 | $184K | Buy |
383
+73
| +24% | +$35.7K | 0.07% | 80 |
|
|
2023
Q1 | $147K | Hold |
310
| – | – | 0.06% | 88 |
|
|
2022
Q4 | $164K | Buy |
310
+39
| +14% | +$20.7K | 0.07% | 81 |
|
|
2022
Q3 | $137K | Buy |
271
+1
| +0.4% | +$526 | 0.06% | 79 |
|
|
2022
Q2 | $139K | Hold |
270
| – | – | 0.06% | 79 |
|
|
2022
Q1 | $138K | Sell |
270
-1
| -0.4% | -$482 | 0.05% | 84 |
|
|
2021
Q4 | $136K | Buy |
271
+1
| +0.4% | +$453 | 0.05% | 84 |
|
|
2021
Q3 | $106K | Buy |
270
+1
| +0.4% | +$414 | 0.04% | 89 |
|
|
2021
Q2 | $108K | Buy |
269
+1
| +0.4% | +$399 | 0.04% | 83 |
|
|
2021
Q1 | $100K | Buy |
268
+1
| +0.4% | +$347 | 0.04% | 81 |
|
|
2020
Q4 | $94K | Buy |
267
+18
| +7% | +$6.03K | 0.04% | 76 |
|
|
2020
Q3 | $78K | Buy |
249
+2
| +0.8% | +$614 | 0.03% | 73 |
|
|
2020
Q2 | $73K | Hold |
247
| – | – | 0.03% | 77 |
|
|
2020
Q1 | $62K | Sell |
247
-175
| -41% | -$48.2K | 0.03% | 75 |
|
|
2019
Q4 | $124K | Buy |
422
+1
| +0.2% | +$262 | 0.06% | 73 |
|
|
2019
Q3 | $91K | Buy |
421
+2
| +0.5% | +$483 | 0.05% | 80 |
|
|
2019
Q2 | $102K | Buy |
419
+68
| +19% | +$16.4K | 0.05% | 77 |
|
|
2019
Q1 | $87K | Buy |
351
+15
| +4% | +$3.83K | 0.05% | 90 |
|
|
2018
Q4 | $84K | Hold |
336
| – | – | 0.05% | 83 |
|
|
2018
Q3 | $89K | Buy |
336
+1
| +0.3% | +$260 | 0.04% | 87 |
|
|
2018
Q2 | $82K | Buy |
335
+1
| +0.3% | +$240 | 0.04% | 94 |
|
|
2018
Q1 | $72K | Hold |
334
| – | – | 0.04% | 99 |
|
|
2017
Q4 | $74K | Buy |
334
+1
| +0.3% | +$212 | 0.04% | 84 |
|
|
2017
Q3 | $65K | Buy |
333
+1
| +0.3% | +$193 | 0.04% | 80 |
|
|
2017
Q2 | $62K | Buy |
332
+1
| +0.3% | +$175 | 0.04% | 104 |
|
|
2017
Q1 | $54K | Hold |
331
| – | – | 0.03% | 109 |
|
|
2016
Q4 | $53K | Buy |
331
+175
| +112% | +$26.1K | 0.04% | 93 |
|
|
2016
Q3 | $22K | Buy |
156
+1
| +0.6% | +$140 | 0.02% | 116 |
|
|
2016
Q2 | $22K | Hold |
155
| – | – | 0.03% | 102 |
|
|
2016
Q1 | $20K | Buy |
+155
| New | +$18.3K | 0.03% | 75 |
|
|
2015
Q3 | – | Sell |
-3,144
| Closed | -$384K | – | 278 |
|
|
2015
Q2 | $384K | Buy |
+3,144
| New | +$372K | 0.21% | 77 |
|
Other funds holding UNH
VCM
VPM
