WIA
World Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
50,223
+2,911
| +6% | +$908K | 0.36% | 55 |
|
|
2025
Q1 | $24.8M | Buy |
47,312
+2,512
| +6% | +$1.32M | 0.64% | 30 |
|
|
2024
Q4 | $22.7M | Buy |
44,800
+3,225
| +8% | +$1.63M | 0.62% | 30 |
|
|
2024
Q3 | $24.3M | Buy |
41,575
+29,324
| +239% | +$17.1M | 0.76% | 21 |
|
|
2024
Q2 | $6.24M | Buy |
12,251
+9,739
| +388% | +$4.96M | 0.39% | 57 |
|
|
2024
Q1 | $3.5M | Sell |
2,512
-5,315
| -68% | -$7.4M | 0.5% | 45 |
|
|
2023
Q4 | $4.12M | Buy |
7,827
+7,022
| +872% | +$3.7M | 0.54% | 36 |
|
|
2023
Q3 | $406K | Buy |
805
+64
| +9% | +$32.3K | 0.08% | 162 |
|
|
2023
Q2 | $356K | Buy |
741
+270
| +57% | +$130K | 0.07% | 176 |
|
|
2023
Q1 | $223K | Sell |
471
-15
| -3% | -$7.1K | 0.05% | 213 |
|
|
2022
Q4 | $258K | Sell |
486
-119
| -20% | -$63.1K | 0.06% | 191 |
|
|
2022
Q3 | $305K | Buy |
605
+152
| +34% | +$76.6K | 0.07% | 183 |
|
|
2022
Q2 | $245K | Buy |
453
+13
| +3% | +$7.03K | 0.05% | 221 |
|
|
2022
Q1 | $225K | Sell |
440
-3
| -0.7% | -$1.53K | 0.05% | 238 |
|
|
2021
Q4 | $216K | Buy |
+443
| New | +$216K | 0.05% | 247 |
|