Woodley Farra Manion Portfolio Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,201
| Closed | -$629K | – | 122 |
|
|
2025
Q1 | $629K | Sell |
1,201
-106,598
| -99% | -$55.8M | 0.03% | 75 |
|
|
2024
Q4 | $54.5M | Buy |
107,799
+787
| +0.7% | +$398K | 2.72% | 16 |
|
|
2024
Q3 | $62.6M | Buy |
107,012
+659
| +0.6% | +$385K | 3.15% | 17 |
|
|
2024
Q2 | $54.2M | Buy |
106,353
+3,405
| +3% | +$1.73M | 2.94% | 19 |
|
|
2024
Q1 | $50.9M | Buy |
102,948
+2,377
| +2% | +$1.18M | 2.8% | 20 |
|
|
2023
Q4 | $52.9M | Buy |
100,571
+1,648
| +2% | +$868K | 3.16% | 16 |
|
|
2023
Q3 | $49.9M | Buy |
98,923
+3,066
| +3% | +$1.55M | 3.32% | 12 |
|
|
2023
Q2 | $46.1M | Buy |
95,857
+2,586
| +3% | +$1.24M | 2.97% | 17 |
|
|
2023
Q1 | $44.1M | Buy |
93,271
+3,723
| +4% | +$1.76M | 3% | 19 |
|
|
2022
Q4 | $47.5M | Sell |
89,548
-27,778
| -24% | -$14.7M | 3.44% | 12 |
|
|
2022
Q3 | $59.3M | Sell |
117,326
-1,579
| -1% | -$797K | 4.81% | 2 |
|
|
2022
Q2 | $61.1M | Buy |
118,905
+449
| +0.4% | +$231K | 4.99% | 1 |
|
|
2022
Q1 | $60.4M | Buy |
118,456
+617
| +0.5% | +$315K | 4.5% | 3 |
|
|
2021
Q4 | $59.2M | Buy |
117,839
+5,345
| +5% | +$2.68M | 4.12% | 8 |
|
|
2021
Q3 | $44M | Sell |
112,494
-7,297
| -6% | -$2.85M | 3.64% | 10 |
|
|
2021
Q2 | $48M | Sell |
119,791
-646
| -0.5% | -$259K | 3.71% | 10 |
|
|
2021
Q1 | $44.8M | Buy |
120,437
+759
| +0.6% | +$282K | 3.74% | 10 |
|
|
2020
Q4 | $42M | Buy |
+119,678
| New | +$42M | 3.73% | 10 |
|
|
2020
Q3 | – | Sell |
-580
| Closed | -$171K | – | 372 |
|
|
2020
Q2 | $171K | Sell |
580
-20
| -3% | -$5.9K | 0.02% | 81 |
|
|
2020
Q1 | $150K | Buy |
600
+20
| +3% | +$5K | 0.02% | 91 |
|
|
2019
Q4 | $171K | Buy |
+580
| New | +$171K | 0.02% | 94 |
|
|
2018
Q4 | – | Sell |
-916
| Closed | -$244K | – | 82 |
|
|
2018
Q3 | $244K | Hold |
916
| – | – | 0.03% | 76 |
|
|
2018
Q2 | $225K | Buy |
+916
| New | +$225K | 0.03% | 78 |
|
|
2018
Q1 | – | Sell |
-916
| Closed | -$202K | – | 86 |
|
|
2017
Q4 | $202K | Buy |
+916
| New | +$202K | 0.02% | 83 |
|