WAM
Wolverine Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Buy |
+24,085
| New | +$7.51M | 0.07% | 130 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1411 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1435 |
|
|
2024
Q3 | – | Sell |
-4,721
| Closed | -$2.4M | – | 1461 |
|
|
2024
Q2 | $2.4M | Buy |
4,721
+185
| +4% | +$94.2K | 0.03% | 238 |
|
|
2024
Q1 | $2.24M | Buy |
+4,536
| New | +$2.24M | 0.03% | 240 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1648 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1647 |
|
|
2023
Q2 | – | Sell |
-20,973
| Closed | -$9.91M | – | 1659 |
|
|
2023
Q1 | $9.91M | Buy |
20,973
+20,546
| +4,812% | +$9.71M | 0.12% | 113 |
|
|
2022
Q4 | $226K | Sell |
427
-13,732
| -97% | -$7.28M | ﹤0.01% | 822 |
|
|
2022
Q3 | $7.15M | Buy |
+14,159
| New | +$7.15M | 0.08% | 164 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2229 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2145 |
|
|
2021
Q4 | – | Sell |
-768
| Closed | -$300K | – | 1946 |
|
|
2021
Q3 | $300K | Buy |
+768
| New | +$300K | ﹤0.01% | 848 |
|
|
2019
Q2 | – | Sell |
-5,526
| Closed | -$1.37M | – | 1263 |
|
|
2019
Q1 | $1.37M | Buy |
5,526
+1,621
| +42% | +$401K | 0.02% | 354 |
|
|
2018
Q4 | $972K | Sell |
3,905
-5,107
| -57% | -$1.27M | 0.01% | 521 |
|
|
2018
Q3 | $2.4M | Buy |
9,012
+1,599
| +22% | +$425K | 0.03% | 297 |
|
|
2018
Q2 | $1.82M | Buy |
+7,413
| New | +$1.82M | 0.02% | 341 |
|
|
2018
Q1 | – | Sell |
-89
| Closed | -$19K | – | 1226 |
|
|
2017
Q4 | $19K | Buy |
+89
| New | +$19K | ﹤0.01% | 867 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 943 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 872 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 881 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 880 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1120 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1243 |
|
|
2015
Q3 | – | Sell |
-1,100
| Closed | -$134K | – | 1266 |
|
|
2015
Q2 | $134K | Buy |
+1,100
| New | +$134K | ﹤0.01% | 747 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1349 |
|
|
2014
Q4 | – | Sell |
-2,041
| Closed | -$176K | – | 1431 |
|
|
2014
Q3 | $176K | Sell |
2,041
-10,027
| -83% | -$865K | ﹤0.01% | 813 |
|
|
2014
Q2 | $986K | Buy |
+12,068
| New | +$986K | 0.02% | 355 |
|
|
2014
Q1 | – | Sell |
-16,758
| Closed | -$1.26M | – | 1481 |
|
|
2013
Q4 | $1.26M | Buy |
16,758
+5,300
| +46% | +$399K | 0.03% | 367 |
|
|
2013
Q3 | $820K | Sell |
11,458
-4,200
| -27% | -$301K | 0.02% | 490 |
|
|
2013
Q2 | $1.03M | Buy |
+15,658
| New | +$1.03M | 0.03% | 385 |
|