WF
WoodTrust Financial’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Buy |
24,417
+298
| +1% | +$93K | 0.97% | 31 |
|
|
2025
Q1 | $12.6M | Buy |
24,119
+1,725
| +8% | +$903K | 1.77% | 18 |
|
|
2024
Q4 | $11.3M | Sell |
22,394
-17
| -0.1% | -$8.6K | 1.59% | 19 |
|
|
2024
Q3 | $13.1M | Buy |
22,411
+735
| +3% | +$430K | 1.86% | 16 |
|
|
2024
Q2 | $11M | Buy |
21,676
+374
| +2% | +$190K | 1.72% | 16 |
|
|
2024
Q1 | $10.5K | Sell |
21,302
-426
| -2% | -$211 | 1.67% | 16 |
|
|
2023
Q4 | $11.4M | Buy |
21,728
+119
| +0.6% | +$62.6K | 1.95% | 17 |
|
|
2023
Q3 | $10.9M | Buy |
21,609
+59
| +0.3% | +$29.7K | 2.08% | 15 |
|
|
2023
Q2 | $10.4M | Buy |
21,550
+25
| +0.1% | +$12K | 1.92% | 17 |
|
|
2023
Q1 | $10.2M | Buy |
21,525
+513
| +2% | +$242K | 1.97% | 17 |
|
|
2022
Q4 | $11.1M | Sell |
21,012
-36
| -0.2% | -$19.1K | 2.3% | 11 |
|
|
2022
Q3 | $10.6M | Buy |
21,048
+295
| +1% | +$149K | 2.39% | 11 |
|
|
2022
Q2 | $10.7M | Buy |
20,753
+324
| +2% | +$166K | 2.39% | 11 |
|
|
2022
Q1 | $10.4M | Sell |
20,429
-69
| -0.3% | -$35.2K | 2.12% | 13 |
|
|
2021
Q4 | $10.3M | Buy |
20,498
+452
| +2% | +$227K | 2.13% | 14 |
|
|
2021
Q3 | $7.83M | Buy |
20,046
+798
| +4% | +$312K | 1.84% | 16 |
|
|
2021
Q2 | $7.71M | Buy |
19,248
+426
| +2% | +$171K | 2.03% | 15 |
|
|
2021
Q1 | $7M | Buy |
18,822
+204
| +1% | +$75.9K | 2.06% | 15 |
|
|
2020
Q4 | $6.53M | Buy |
18,618
+628
| +3% | +$220K | 2.04% | 19 |
|
|
2020
Q3 | $5.61M | Buy |
17,990
+714
| +4% | +$223K | 2.03% | 18 |
|
|
2020
Q2 | $5.1M | Buy |
17,276
+970
| +6% | +$286K | 2.04% | 19 |
|
|
2020
Q1 | $4.07M | Sell |
16,306
-1,113
| -6% | -$278K | 1.91% | 19 |
|
|
2019
Q4 | $5.12M | Buy |
17,419
+2,205
| +14% | +$648K | 2.02% | 18 |
|
|
2019
Q3 | $3.31M | Sell |
15,214
-1,326
| -8% | -$288K | 1.42% | 27 |
|
|
2019
Q2 | $4.04M | Buy |
16,540
+884
| +6% | +$216K | 1.82% | 23 |
|
|
2019
Q1 | $3.87M | Buy |
15,656
+3,209
| +26% | +$793K | 1.85% | 22 |
|
|
2018
Q4 | $3.1M | Buy |
12,447
+4,624
| +59% | +$1.15M | 1.75% | 24 |
|
|
2018
Q3 | $2.08M | Buy |
7,823
+189
| +2% | +$50.3K | 1.01% | 40 |
|
|
2018
Q2 | $1.87M | Buy |
+7,634
| New | +$1.87M | 0.98% | 41 |
|