WMS Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.79M | Buy |
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|
2024
Q3 | $4.11M | Buy |
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|
2024
Q2 | $864K | Buy |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $734K | Sell |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | $816K | Buy |
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|
2022
Q2 | $822K | Buy |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $424K | Sell |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $435K | Buy |
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|
2020
Q1 | $367K | Sell |
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|
2019
Q4 | $440K | Sell |
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|
2019
Q3 | $337K | Sell |
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|
2019
Q2 | $659K | Sell |
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|
2019
Q1 | $724K | Buy |
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|
2018
Q4 | $706K | Sell |
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|
2018
Q3 | $829K | Sell |
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|
2018
Q2 | $779K | Buy |
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|
2018
Q1 | $659K | Buy |
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|
2017
Q4 | $656K | Sell |
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|
2017
Q3 | $650K | Buy |
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|
2017
Q2 | $469K | Buy |
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|
2017
Q1 | $412K | Buy |
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|
2016
Q4 | $400K | Buy |
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|
2016
Q3 | $346K | Hold |
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|
2016
Q2 | $349K | Hold |
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|
2016
Q1 | $318K | Buy |
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|
2015
Q4 | $267K | Hold |
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|
2015
Q3 | $263K | Sell |
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|
2015
Q2 | $375K | Sell |
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|
2015
Q1 | $380K | Sell |
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|
2014
Q4 | $755K | Hold |
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|
2014
Q3 | $644K | Hold |
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|
2014
Q2 | $610K | Hold |
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|
2014
Q1 | $613K | Hold |
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|
2013
Q4 | $562K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $477K | Buy |
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