Woodmont Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Buy |
20,368
+1,760
| +9% | +$549K | 0.42% | 49 |
|
|
2025
Q1 | $9.75M | Buy |
18,608
+507
| +3% | +$266K | 0.7% | 32 |
|
|
2024
Q4 | $9.16M | Sell |
18,101
-2,791
| -13% | -$1.41M | 0.68% | 35 |
|
|
2024
Q3 | $12.2M | Sell |
20,892
-922
| -4% | -$539K | 0.92% | 28 |
|
|
2024
Q2 | $11.1M | Buy |
21,814
+886
| +4% | +$451K | 0.91% | 28 |
|
|
2024
Q1 | $10.4M | Buy |
20,928
+1,404
| +7% | +$695K | 0.87% | 29 |
|
|
2023
Q4 | $10.3M | Buy |
19,524
+363
| +2% | +$191K | 0.96% | 28 |
|
|
2023
Q3 | $9.66M | Buy |
19,161
+1,036
| +6% | +$522K | 1.02% | 29 |
|
|
2023
Q2 | $8.71M | Buy |
18,125
+839
| +5% | +$403K | 0.9% | 32 |
|
|
2023
Q1 | $8.17M | Buy |
17,286
+1,096
| +7% | +$518K | 0.87% | 31 |
|
|
2022
Q4 | $8.58M | Buy |
16,190
+36
| +0.2% | +$19.1K | 0.97% | 28 |
|
|
2022
Q3 | $8.16M | Buy |
16,154
+430
| +3% | +$217K | 1.02% | 28 |
|
|
2022
Q2 | $8.08M | Buy |
15,724
+244
| +2% | +$125K | 1% | 24 |
|
|
2022
Q1 | $7.89M | Buy |
15,480
+557
| +4% | +$284K | 0.91% | 28 |
|
|
2021
Q4 | $7.49M | Buy |
14,923
+1,338
| +10% | +$672K | 0.96% | 28 |
|
|
2021
Q3 | $5.31M | Buy |
13,585
+3,105
| +30% | +$1.21M | 0.77% | 36 |
|
|
2021
Q2 | $4.2M | Sell |
10,480
-126
| -1% | -$50.5K | 0.66% | 43 |
|
|
2021
Q1 | $3.95M | Buy |
10,606
+57
| +0.5% | +$21.2K | 0.67% | 43 |
|
|
2020
Q4 | $3.7M | Buy |
10,549
+124
| +1% | +$43.5K | 0.69% | 42 |
|
|
2020
Q3 | $3.25M | Sell |
10,425
-492
| -5% | -$153K | 0.7% | 41 |
|
|
2020
Q2 | $3.22M | Sell |
10,917
-407
| -4% | -$120K | 0.77% | 38 |
|
|
2020
Q1 | $2.82M | Buy |
11,324
+243
| +2% | +$60.6K | 0.78% | 38 |
|
|
2019
Q4 | $3.26M | Sell |
11,081
-667
| -6% | -$196K | 0.74% | 40 |
|
|
2019
Q3 | $2.55M | Buy |
11,748
+402
| +4% | +$87.4K | 0.62% | 44 |
|
|
2019
Q2 | $2.77M | Sell |
11,346
-206
| -2% | -$50.3K | 0.69% | 42 |
|
|
2019
Q1 | $2.86M | Sell |
11,552
-625
| -5% | -$155K | 0.74% | 41 |
|
|
2018
Q4 | $3.03M | Sell |
12,177
-270
| -2% | -$67.3K | 0.85% | 36 |
|
|
2018
Q3 | $3.31M | Sell |
12,447
-450
| -3% | -$120K | 0.9% | 35 |
|
|
2018
Q2 | $3.16M | Sell |
12,897
-322
| -2% | -$79K | 0.87% | 34 |
|
|
2018
Q1 | $2.83M | Sell |
13,219
-1,289
| -9% | -$276K | 0.78% | 39 |
|
|
2017
Q4 | $3.2M | Sell |
14,508
-688
| -5% | -$152K | 0.82% | 39 |
|
|
2017
Q3 | $2.98M | Sell |
15,196
-1,203
| -7% | -$236K | 0.81% | 39 |
|
|
2017
Q2 | $3.04M | Sell |
16,399
-1,160
| -7% | -$215K | 0.86% | 35 |
|
|
2017
Q1 | $2.59M | Sell |
17,559
-600
| -3% | -$88.3K | 0.75% | 42 |
|
|
2016
Q4 | $2.91M | Sell |
18,159
-734
| -4% | -$117K | 0.84% | 36 |
|
|
2016
Q3 | $2.65M | Sell |
18,893
-650
| -3% | -$91K | 0.76% | 39 |
|
|
2016
Q2 | $2.76M | Sell |
19,543
-3,022
| -13% | -$427K | 0.83% | 34 |
|
|
2016
Q1 | $2.91M | Buy |
22,565
+900
| +4% | +$116K | 0.88% | 32 |
|
|
2015
Q4 | $2.79M | Sell |
21,665
-2,075
| -9% | -$267K | 0.82% | 38 |
|
|
2015
Q3 | $2.75M | Sell |
23,740
-1,525
| -6% | -$177K | 0.84% | 34 |
|
|
2015
Q2 | $3.08M | Sell |
25,265
-800
| -3% | -$97.6K | 0.89% | 33 |
|
|
2015
Q1 | $3.08M | Sell |
26,065
-845
| -3% | -$99.9K | 0.95% | 35 |
|
|
2014
Q4 | $2.72M | Sell |
26,910
-3,705
| -12% | -$374K | 0.84% | 39 |
|
|
2014
Q3 | $2.64M | Sell |
30,615
-1,812
| -6% | -$156K | 0.76% | 39 |
|
|
2014
Q2 | $2.65M | Sell |
32,427
-1,175
| -3% | -$96.1K | 0.75% | 40 |
|
|
2014
Q1 | $2.76M | Sell |
33,602
-4,598
| -12% | -$377K | 0.8% | 37 |
|
|
2013
Q4 | $2.88M | Buy |
38,200
+3,500
| +10% | +$264K | 0.86% | 38 |
|
|
2013
Q3 | $2.49M | Sell |
34,700
-540
| -2% | -$38.7K | 0.91% | 35 |
|
|
2013
Q2 | $2.31M | Buy |
+35,240
| New | +$2.31M | 0.77% | 38 |
|