WAM
World Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.1M | Sell |
15,618
-1,828
| -10% | -$714K | 0.61% | 26 |
|
|
2021
Q2 | $6.99M | Sell |
17,446
-802
| -4% | -$321K | 0.64% | 26 |
|
|
2021
Q1 | $7.28M | Sell |
18,248
-1,545
| -8% | -$616K | 0.65% | 25 |
|
|
2020
Q4 | $6.94M | Sell |
19,793
-180
| -0.9% | -$63.1K | 0.66% | 25 |
|
|
2020
Q3 | $6.23M | Buy |
19,973
+257
| +1% | +$80.1K | 0.65% | 25 |
|
|
2020
Q2 | $5.82M | Sell |
19,716
-13,689
| -41% | -$4.04M | 0.65% | 26 |
|
|
2020
Q1 | $8.33M | Sell |
33,405
-28,856
| -46% | -$7.2M | 0.74% | 19 |
|
|
2019
Q4 | $18.3M | Sell |
62,261
-9,580
| -13% | -$2.82M | 0.84% | 18 |
|
|
2019
Q3 | $15.6M | Buy |
71,841
+1,482
| +2% | +$322K | 0.76% | 23 |
|
|
2019
Q2 | $17.2M | Buy |
70,359
+956
| +1% | +$233K | 0.84% | 16 |
|
|
2019
Q1 | $17.2M | Buy |
69,403
+3,759
| +6% | +$929K | 0.87% | 16 |
|
|
2018
Q4 | $16.4M | Sell |
65,644
-2,345
| -3% | -$584K | 1.01% | 11 |
|
|
2018
Q3 | $18.1M | Sell |
67,989
-335
| -0.5% | -$89.1K | 0.85% | 12 |
|
|
2018
Q2 | $16.8M | Buy |
68,324
+1,129
| +2% | +$277K | 0.81% | 12 |
|
|
2018
Q1 | $14.4M | Sell |
67,195
-22,722
| -25% | -$4.86M | 0.67% | 18 |
|
|
2017
Q4 | $19.8M | Sell |
89,917
-6,510
| -7% | -$1.44M | 0.66% | 19 |
|
|
2017
Q3 | $18.9M | Sell |
96,427
-634
| -0.7% | -$124K | 0.62% | 20 |
|
|
2017
Q2 | $18M | Sell |
97,061
-12,467
| -11% | -$2.31M | 0.62% | 20 |
|
|
2017
Q1 | $18M | Buy |
109,528
+17,897
| +20% | +$2.94M | 0.58% | 27 |
|
|
2016
Q4 | $14.7M | Sell |
91,631
-7,836
| -8% | -$1.25M | 0.55% | 25 |
|
|
2016
Q3 | $13.9M | Buy |
99,467
+2,018
| +2% | +$283K | 0.49% | 35 |
|
|
2016
Q2 | $13.8M | Buy |
97,449
+865
| +0.9% | +$122K | 0.53% | 31 |
|
|
2016
Q1 | $12.5M | Sell |
96,584
-11,999
| -11% | -$1.55M | 0.5% | 33 |
|
|
2015
Q4 | $12.8M | Buy |
108,583
+1,685
| +2% | +$198K | 0.48% | 37 |
|
|
2015
Q3 | $12.4M | Buy |
106,898
+808
| +0.8% | +$93.7K | 0.51% | 35 |
|
|
2015
Q2 | $12.9M | Sell |
106,090
-10,322
| -9% | -$1.26M | 0.51% | 34 |
|
|
2015
Q1 | $13.8M | Sell |
116,412
-2,148
| -2% | -$254K | 0.47% | 35 |
|
|
2014
Q4 | $12M | Sell |
118,560
-26,202
| -18% | -$2.65M | 0.41% | 43 |
|
|
2014
Q3 | $12.5M | Buy |
144,762
+7,416
| +5% | +$640K | 0.37% | 45 |
|
|
2014
Q2 | $11.2M | Sell |
137,346
-5,246
| -4% | -$429K | 0.34% | 47 |
|
|
2014
Q1 | $11.7M | Sell |
142,592
-20,621
| -13% | -$1.69M | 0.36% | 43 |
|
|
2013
Q4 | $12.3M | Sell |
163,213
-27,472
| -14% | -$2.07M | 0.34% | 52 |
|
|
2013
Q3 | $13.7M | Sell |
190,685
-22,534
| -11% | -$1.61M | 0.34% | 47 |
|
|
2013
Q2 | $14M | Buy |
+213,219
| New | +$14M | 0.32% | 50 |
|