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 |
-7,493
| Closed | -$3.79M | – | 255 |
|
|
2024
Q4 | $3.79M | Buy |
7,493
+455
| +6% | +$259K | 0.21% | 49 |
|
|
2024
Q3 | $4.11M | Buy |
7,038
+5,341
| +315% | +$3.02M | 0.23% | 51 |
|
|
2024
Q2 | $864K | Buy |
1,697
+261
| +18% | +$128K | 0.06% | 114 |
|
|
2024
Q1 | $710K | Buy |
1,436
+149
| +12% | +$75.7K | 0.05% | 128 |
|
|
2023
Q4 | $678K | Sell |
1,287
-169
| -12% | -$90.1K | 0.05% | 124 |
|
|
2023
Q3 | $734K | Sell |
1,456
-167
| -10% | -$82.2K | 0.06% | 113 |
|
|
2023
Q2 | $780K | Sell |
1,623
-31
| -2% | -$15.2K | 0.06% | 119 |
|
|
2023
Q1 | $782K | Buy |
1,654
+15
| +0.9% | +$7.24K | 0.07% | 114 |
|
|
2022
Q4 | $869K | Buy |
1,639
+24
| +1% | +$12.7K | 0.09% | 107 |
|
|
2022
Q3 | $816K | Buy |
1,615
+14
| +0.9% | +$7.36K | 0.11% | 102 |
|
|
2022
Q2 | $822K | Buy |
1,601
+28
| +2% | +$14.1K | 0.13% | 95 |
|
|
2022
Q1 | $802K | Buy |
+1,573
| New | +$759K | 0.11% | 95 |
|
|
2021
Q4 | – | Sell |
-1,202
| Closed | -$470K | – | 272 |
|
|
2021
Q3 | $470K | Buy |
1,202
+27
| +2% | +$11.2K | 0.07% | 151 |
|
|
2021
Q2 | $471K | Buy |
1,175
+36
| +3% | +$14.4K | 0.07% | 146 |
|
|
2021
Q1 | $424K | Sell |
1,139
-296
| -21% | -$103K | 0.1% | 135 |
|
|
2020
Q4 | $503K | Sell |
1,435
-53
| -4% | -$17.8K | 0.09% | 125 |
|
|
2020
Q3 | $464K | Buy |
1,488
+13
| +0.9% | +$3.99K | 0.09% | 125 |
|
|
2020
Q2 | $435K | Buy |
1,475
+3
| +0.2% | +$860 | 0.09% | 122 |
|
|
2020
Q1 | $367K | Sell |
1,472
-25
| -2% | -$6.88K | 0.1% | 119 |
|
|
2019
Q4 | $440K | Sell |
1,497
-53
| -3% | -$13.9K | 0.1% | 136 |
|
|
2019
Q3 | $337K | Sell |
1,550
-1,149
| -43% | -$277K | 0.08% | 161 |
|
|
2019
Q2 | $659K | Sell |
2,699
-230
| -8% | -$55.3K | 0.16% | 83 |
|
|
2019
Q1 | $724K | Buy |
2,929
+96
| +3% | +$24.5K | 0.18% | 76 |
|
|
2018
Q4 | $706K | Sell |
2,833
-284
| -9% | -$75K | 0.2% | 74 |
|
|
2018
Q3 | $829K | Sell |
3,117
-59
| -2% | -$15.3K | 0.09% | 86 |
|
|
2018
Q2 | $779K | Buy |
3,176
+97
| +3% | +$23.3K | 0.09% | 93 |
|
|
2018
Q1 | $659K | Buy |
3,079
+105
| +4% | +$24K | 0.08% | 99 |
|
|
2017
Q4 | $656K | Sell |
2,974
-346
| -10% | -$73.3K | 0.07% | 107 |
|
|
2017
Q3 | $650K | Buy |
3,320
+790
| +31% | +$153K | 0.08% | 103 |
|
|
2017
Q2 | $469K | Buy |
2,530
+20
| +0.8% | +$3.51K | 0.06% | 130 |
|
|
2017
Q1 | $412K | Buy |
2,510
+12
| +0.5% | +$1.97K | 0.05% | 133 |
|
|
2016
Q4 | $400K | Buy |
2,498
+29
| +1% | +$4.33K | 0.05% | 130 |
|
|
2016
Q3 | $346K | Hold |
2,469
| – | – | 0.05% | 136 |
|
|
2016
Q2 | $349K | Hold |
2,469
| – | – | 0.05% | 142 |
|
|
2016
Q1 | $318K | Buy |
2,469
+198
| +9% | +$23.4K | 0.04% | 152 |
|
|
2015
Q4 | $267K | Hold |
2,271
| – | – | 0.04% | 169 |
|
|
2015
Q3 | $263K | Sell |
2,271
-805
| -26% | -$96.3K | 0.04% | 168 |
|
|
2015
Q2 | $375K | Sell |
3,076
-137
| -4% | -$16.2K | 0.04% | 204 |
|
|
2015
Q1 | $380K | Sell |
3,213
-4,255
| -57% | -$473K | 0.05% | 190 |
|
|
2014
Q4 | $755K | Hold |
7,468
| – | – | 0.12% | 90 |
|
|
2014
Q3 | $644K | Hold |
7,468
| – | – | 0.1% | 120 |
|
|
2014
Q2 | $610K | Hold |
7,468
| – | – | 0.09% | 121 |
|
|
2014
Q1 | $613K | Hold |
7,468
| – | – | 0.1% | 115 |
|
|
2013
Q4 | $562K | Buy |
+7,468
| New | +$536K | 0.09% | 111 |
|
|
2013
Q3 | – | Sell |
-7,288
| Closed | -$477K | – | 224 |
|
|
2013
Q2 | $477K | Buy |
+7,288
| New | +$453K | 0.09% | 115 |
|
Other funds holding UNH
